Portfolio Manager. Nelson Portfolio Management Corp.

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

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

Lynda is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM) with over 22 years experience in the financial services sector.  During that time, she has worked as an Advisor and in several financial planning and financial analysis roles for various financial services firms in Winnipeg.  She provides to clients of Nelson Financial Consultants a wide range experience, expertise and technical knowledge.  In her role as Portfolio Manager, she is responsible for meeting with clients and conducting portfolio reviews, completing detailed portfolio suitability reviews and portfolio rebalancing.  As a member of the Investment Committee of the NFC Tactical Asset Allocation Pool, Lynda is also responsible for contributing securities research and analysis and assisting with securities trading and rebalancing.  Should you have questions at any time about your portfolio, please feel free to connect with Lynda.

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

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"IMPORTANT DISCLOSURES: The comments above are for information purposes only and do not constitute specific financial advice regarding your specific situation. Please consult a professional financial advisor who is familiar with your personal situation before acting on any information presented above. Every effort has been made to ensure this information is presented responsibly and accurately. However, important details may have been missed or these details may have changed since the publication of this note. All facts and opinions noted above must be reviewed to ensure their accuracy is still relevant based on today’s specific situation, whatever that may be. Nelson Financial Planning Corp is not responsible for any action you take regarding this information."