Lynda J. Harris

Portfolio Manager. Nelson Portfolio Management Corp.

Phone: 204-956-0519
E-mail: lharris@nelsonfinancial.ca

Education:
Certified Financial Planner (CFP®), Chartered Investment Manager (CIM).

Lynda is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM) with over 26 years’ experience in the financial services sector. During that time, she has worked as an Advisor and in various financial planning / financial analysis roles for firms in Winnipeg. As one of the two Portfolio Managers on our team, she provides to the clients of Nelson Financial Consultants a wide range of experience, expertise and technical knowledge that covers a comprehensive wealth management approach. In Lynda’s role as Portfolio Manager, Lynda is responsible for our client portfolios in determining risk profile and investment strategy. She meets with clients to review their portfolios, complete detailed suitability reviews and overall management of their portfolios.

Lynda is the co-manager of the NFC Tactical Asset Allocation Pool where we work collaboratively on the investment strategy, risk management, research, analysis, security selection and monitoring over time.

Regulatory Disclosure: Lynda is registered to provide specific investment advice to clients.

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