Nelson Financial Consultants is a professional financial service firm established in 1966 that is comprised of experienced and knowledgeable independe
Nelson Financial Consultants is a professional financial service firm established in 1966 that is comprised of experienced and knowledgeable independent financial advisors. Best known for their fee only service, Nelson Financial Consultants prides themselves on their superior quality financial advice and the comparatively low fee for which it costs.
If you're looking for a fee only financial planner, call Nelson Financial Consultants today at (204) 956-0519 or visit them at 147 Provencher Blvd, Unit 102 in Winnipeg, Manitoba. Located at the intersection of Provencher Blvd and Tache Ave, just East of the Red River and South of Dumoulin St, Nelson Financial Consultants is the best place to find a fee for service financial planner.
Phone Number:
(204) 956-0519
INTRODUCTION
To achieve great financial results, our experience tells us that it is important to pay attention to the details.
What are these details?
We believe that there are five great killers of wealth:
The taxes you pay,
The fees you pay for various financial services,
Interest costs on long term debt,
The degree to which your portfolio or net worth fluctuate over time, and
The negative impact of inflation on your purchasing power.
By paying attention to the details of those things that can either reduce or destroy your income or your wealth, you can be well on your way to achieving the financial outcomes, and lifestyle, you most desire.
We have developed simple, straight-forward advice, strategies and solutions to address these great killers of wealth. By addressing these issues head on, year in and year out, the goal is to help you retain more income and build greater wealth. For when you have both more income and more wealth, you are more likely to have greater financial options, lifestyle choices and peace of mind.
This is our philosophy and approach when providing financial advice.
If you are looking for a new financial advisor relationship, we are pleased that you would include us in your search.
How to Navigate Through Our Website
To fully understand our philosophy and approach, I recommend that you navigate through our website as described below. There are four components to this website, differentiated by the color across the top of the each page:
Component #1: Our philosophy to providing financial advise: The green header represents our overall view and philosophy to providing financial advice. You are in this section now. To proceed through this section, simply click on the “Next” button at the bottom of each page. At any time you can “Return to Home” by selecting the link in the green footer section at the bottom of each page.
Component #2: Financial Planning: This section describes how we analyze financial situations and provide financial advice. At the bottom of each page, select the “NEXT” button.
Component #3: Portfolio management: If you would like us to potentially be involved in the management of your portfolio, this section will give you a good understanding of how we would provide these services to you. At the bottom of each page, select the “NEXT” button.
Component #4: Insurance: In this section I describe the products and services we provide to you through our insurance licenses. Begin on the first page of this section and then select the NEXT button at the bottom of each page.
If you feel that there is a good fit between the questions and concerns that are foremost on your mind, and the services we provide, then please CONTACT US. I would be delighted to meet with you and to assist you in any way I can. I provide to you a free 60 minute consultation on our first visit together.
Should you have any questions, please call 204-956-0519 or contact us online.
GETTING STARTED
Nelson Financial Consultants is the name we use to represent the overall financial services activities of my team and I. Across the top of this section of our website I have discussed our overall philosophy to assisting people with their financial questions:
Pay less tax.
Reduce fees and expenses.
Take less risk.
Retain more income.
Build more wealth.
This philosophy is applied in everything we do. My team and I provide products and services to our clients in three primary areas:
Fee for Service Financial Planning: As a certified financial planner, my financial planning team and I are able to provide to you independent, fee for service financial planning and retirement planning services through Nelson Financial Planning Corp. For more information on these services, click here.
Custom Portfolio Management: As a registered portfolio manager, my portfolio management team and I can provide to you discretionary portfolio management services through Nelson Portfolio Management Corp. For more information on how we help our clients implement lower cost and lower risk portfolio management solutions, click here.
Insurance: As a licensed insurance advisor, my insurance team and I can give you access to a wide range of life, disability and critical illness insurance products and annuities through Nelson Insurance Services Corp. For more information on these products and services, click here.
Our greatest value is delivered by working with a smaller group of clients in a more comprehensive manner. We are looking for clients who see value in the financial planning approach and who wish to work with an advisor team who can connect the dots between different types of financial needs. It is our view and experience that the greatest financial results can be achieved when i) different components of your financial affairs are connected together through one comprehensive plan, ii) this plan is reviewed and updated regularly, and iii) the plan focuses on addressing head on the 5 great killers of wealth.
To best understand how we can provide these services to you, please review the following sections in the order provided below:
Financial Planning Solutions.
Portfolio Management Solutions.
Insurance Solutions.
If after reviewing these sections you feel that there is a good fit between what we do and what you would like to achieve, then please call 204-956-0519 or contact us online. We would be delighted to meet with you!
Small and medium size enterprises (SMEs) are anxious to adopt the same business growth strategies used by large corporations to great success. This includes the use of outside expertise. Unfortunately, consultancy services cannot simply be scaled down for SMEs.
We are a national network of talented and enterprising individuals, supported and managed by local and regional community group members , who share our commitment to helping other businesses succeed.
As part of our mission, we help companies like yours connect, collaborate, and partner with other companies locally, nationally, or internationally strategically and help you grow as per your aspirations, The idea behind putting business growth at the center of strategy is to provide knowledge, experience, and learning to local businesses so they can reach and improve their performance . With our help, you can reach out to local businesses to connect, network , market and promote your business in your own local business community.
We offer you access to your own local business community and a wide range of free or low-cost business workshops, webinars, exhibitions, conferences and networking events that help businesses grow by sharing expert knowledge, experience and learning. Our team of Business Growth Consultants offer business support through events, tailored 1-2-1 consultations and financial help through local governments funding and grants.
Our proprietary programmes, free or low-cost workshops, webinars, and events aid small and medium businesses in building effective strategies, improving organizational efficiency, involving their staff in organisational change, and mastering their supply chains.
Our Business Growth Consultants are here to help ambitious businesses like yours, by offering impartial and confidential information, guidance and support. They can speak to you via zoom, over the phone, or on e-mail as well as meeting in person, for an in-depth conversation at a place convenient to you.
