Market Analysis & Research. Nelson Portfolio Management Corp.*

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

Education:
Certified Management Accountant (CMA)

Michael Webster is a professional accountant (C.M.A.), with over 35 years of experience in the Industrial, Manufacturing and Wholesale Distribution/Supply chain Management sectors. Michael’s expertise includes Financial Analysis and Accounting having been tasked with providing management with an in depth analysis of the most recent results. “I have spent pretty much all of my career “drilling down” on the numbers to assist in determining what did happen, why it happened, what improvements can be made, how they can be made, and what can be expected from those changes.”

Mike is responsible for tracking and analyzing each of the securities we own throughout our client portfolios. The “Nelson Approach” includes tracking 57 different market indices in Canada and around the world, the entry and exit points on over 30 annual higher probability seasonal trades, and over 120 different sector specific indices each based on our proprietary 6 point security analysis scale. Mike evaluates the research provided by several different firms so as to help identify those investments best suited for our client accounts. Mike and Doug meet weekly to review changes to each of these indices, review changes to each of our investment holdings and to develop a pro-active investment game plan for the coming weeks. Mike’s expertise enables the Nelson Approach to be both very broad and very deep when analyzing a wide range of investment options. All investment decisions are made by Doug Nelson.

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*Note: Michael is not registered to provide specific securities advice.

"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."