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

Leslie has been actively involved in the financial services industry since 2002 and has worked with Nelson Financial since 2019. Prior to joining Nelson Financial, Leslie worked with other financial services firms in Winnipeg as an Administrative Assistant.  Leslie also worked for several years in the Credit Union as a Branch Supervisor and Senior Member Services Representative.  In her role with Nelson Portfolio Management Corp. Leslie is responsible for preparing for client meetings, opening new client accounts, setting up online access, processing client transactions such as deposits and withdrawals as well as providing duplicate statements and tax reports. As a veteran administrator and client service professional, Leslie supports the portfolio management team in the day to day administration of client portfolios. If you would like to connect with any member of our portfolio management team, please contact Leslie and she will coordinate this for you.

"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."