Our portfolio management team consists of the following people:
President. Portfolio Manager. Nelson Portfolio Management Corp.
Phone: 204-975-4261
E-mail: dnelson@nelsonfinancial.mydev.ca
Education:
B.Comm.(hons.) – I.H. Asper School of Business, University of Manitoba.
Canadian Investment Manager (CIM).
Associate Portfolio Manager. Nelson Portfolio Management Corp.
Phone: 204-956-0519
E-mail: lperrick@nelsonfinancial.mydev.ca
Education:
Certified Financial Planner (CFP), Chartered Investment Manager (CIM).
Market Analysis & Research. Nelson Portfolio Management Corp.*
Phone: 204-956-0519
E-mail: mwebster@nelsonfinancial.mydev.ca
Education:
Certified Management Accountant (CMA)
Client Service & Administration*. Nelson Portfolio Management Corp. Experience in personal banking and customer service since 2001.
Phone: 204-956-0519
E-mail: nross@nelsonfinancial.mydev.ca
Client Service & Administration*. Nelson Portfolio Management Corp. Experience in investment administration and customer service since 2002.
Phone: 204-956-0519
E-mail: lfrobisher@nelsonfinancial.mydev.ca
* Not registered to provide specific securities advice
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