People

David B. Nelson BBA, CFA, CMA, CFP, CLU
President

With over 30 years of experience, David has provided customized financial solutions for business owners and affluent clients from a variety of perspectives, including public accounting, personal financial planning, investment management, succession, tax and estate planning. He has also advised clients on both domestic and international solutions to their financial objectives. David has worked with some of Canada’s leading financial and professional service firms including Great-West Life, Canada Trust, Royal Trust, KPMG and PriceWaterhouseCoopers.

Phelomina Lee B.Sc.
Financial Advisor

Phelomina’s passion is to help people gain control of their finances and achieve their goals. She is inspired to share her knowledge and personal experience to empower her clients to enhance their personal and financial success.

Phelomina believes in and practices the disciplines of saving and prudent investing. She believes in building long-term relationships with her clients by focusing on their needs and changing circumstances, paying attention to details and providing customized solutions and services.

During 15 years of Phelomina’s international experience as a successful computer software consultant, she perfected her skills in identifying customer objectives, performing feasibility studies, strategic planning, providing solutions and recommendations, implementation, and monitoring. Her success in satisfying her clients’ goals has resulted in contracts being renewed on numerous occasions. Transferring these focused skills to financial planning has proven invaluable to her clients.

Phelomina graduated from the University of British Columbia with a Bachelor of Science degree majoring in computer science. She has completed all the courses leading up to the CFP designation.