Douglas V. Nelson

Experience

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  Nelson Financial Consultants

  Jan 1992 - now

  Partner

  Nelson Financial is an independent financial planning company owned and operated by Doug and Vern Nelson. The origins of Nelson Financial date back to 1966 when Vernon began his career in this industry.Nelson Financial provides independent, fee for service, financial planning services designed to help people pay less tax, reduce investment fees and take less risk. By focusing on these three primary components families and individuals are more likely to retain more of their income and build wealth systematically over time.Building wealth is straight forward. All you need to do is follow our recommended wealth building rules. Show less

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  Knowledge Bureau

  Jan 2003 - Dec 2012

  Industry Speaker, Author & Trainer

  My association with the Knowledge Bureau has made a very significant difference in the quality of advice I provide my clients. Through the Knowledge Bureau I have attained my Master Financial Advisor designation (MFA) by completing 6 advanced financial planning courses rated at 30 credit hours each.I have also been asked by the Knowledge Bureau to participate in the process of developing additional courses for financial advisors. This has resulted in the authorship / coauthorship of six advanced financial planning courses: i) The Elements of Real Wealth Management, ii) Tax-Efficient Retirement Income Planning, iii) Financial Literacy: The Relationship between Risk and Return, iv) Portfolio Construction for Real Wealth Management, v) Portfolio Risk Management and vi) Advising Family Businesses.By being involved in the development of these educational resources, I have also become a leading commentator, educator and trainer in the financial services industry. As a financial advisor myself, I am able to relate to the unique challenges facing other financial professionals when delivering leading edge concepts and strategies.In 2008 the Knowledge Bureau also published my first book entitled: Master Your Retirement, How To Fulfill Your Dreams With Peace of Mind. In 2012 the second edition was released."Knowing your stuff" is one thing, teaching your stuff to others is something completely different. You have to know your stuff at a completely different level to teach it to others.These are the things that I bring to my practice every day. They are the things I've learned in my relationship with the Knowledge Bureau and they are the things I teach to other advisors.As a result I have been a guest on the Business News Network (BNN), published in local, national and industry magazines and have presented at conferences across North America.Thank you to Evelyn Jacks and all of my friends at the Knowledge Bureau. Show less

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  R.N. Croft Financial Group

  Dec 2006 - Jul 2013

  Portfolio Manager

  From 2007 through 2013, Doug Nelson and the team at the R.N. Croft Financial Group worked collaboratively to construct and manage customized investment portfolios for the clients of Nelson Financial Consultants. During this time Doug Nelson obtained his full Portfolio Manager license and gained experience in managing a consolidated pool of pool of assets.I would personally like to thank Richard Croft and everyone at the Croft Group for the support they have provided to me and our clients over the years and wish them all the very best of success in all of their future endeavours. Show less

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  Nelson Portfolio Management Corp

  Aug 2013 - now

  Founder. Portfolio Manager.

  I manage customized portfolios for my clients on a discretionary basis. This is my primary role as an investment professional. Nelson Portfolio Management Corp. is licensed as a Portfolio Manager in Manitoba, Ontario, Alberta and British Columbia and as an Investment Fund Manager in Manitoba and Ontario (this license category is not required in Alberta and BC).To effectively construct and manage an investment portfolio, an important balance needs to be struck between the client's overall financial plan and the risks and opportunities of the current investment climate. The financial planning work we do greatly influences the structure, risk profile and tax-efficiency of the portfolio design. By first addressing what we call the "5 Great Killers of Wealth" through the financial planning process, then and only then do we turn our attention to the goal of creating a lower risk, lower fee portfolio solution. It is the financial plan that ultimately influences the design of the portfolio.Our portfolio designs consist of two important components: i) an actively managed component designed to adapt to the shorter term issues in the market and ii) a longer term passively managed component customized to each client's personal risk profile, age and stage in life, investments and tax picture. This approach helps create an important balance between adapting to current market conditions while also creating a customized portfolio solution.If you are looking for a more customized, lower risk and lower fee portfolio solution that is designed to address the unique goals and objectives of your personal financial plan, then give us call. We would be delighted to discuss this with you further. Show less