Riley Chard - Nelson Portfolio Management Corp.

Client Service & Administration*. Nelson Portfolio Management Corp. Experience In Customer Service Since 2021

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

Riley is a Faculty of Arts, University of Manitoba graduate with a major in Global Political Economy. He comes to us formerly as a Senior Customer Experience Associate with a major bank, where he continued to exceed service goals set by the bank, conducted client meetings to open new accounts, and facilitated client connection with advisors. Prior, he was a teller earning consistent positive feedback as the first point of contact for the branch. When he’s not working, he has enjoyed volunteering for Swimmingly Manitoba for the last 4 years, as well participated in a short stint as an NHL predictions writer with Capperspicks. Riley will be providing administrative support to the Nelson team.

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“Nelson Financial Consultants (NFC) is a trade name that represents the overall financial services activities of Doug Nelson and his team. Nelson Financial Consultants does not employ any individuals or provide any services. Financial planning services are provided through Nelson Financial Planning Corp. (NFPC). Portfolio management services are provided through Nelson Portfolio Management Corp. (NPMC). Insurance and annuity products are provided through Nelson Insurance Services Corp. (NISC) The Green section of this website contains information on the overall philosophy and approach Doug and his team apply when providing financial advice: pay less tax, reduce fees and expenses, take less risk, retain more income and build more wealth. Each section of this site is color coded to represent the products, services and people of each of the three corporate entities.”