I started investing for retirement late. For almost 10 years Nelson has been advising me on financial planning and how to achieve my retirement goals. Thanks to his help and sound advice, I have been steadily building my retirement fund through the markets' ups and downs and I feel confident that I will achieve my goals. I would not hesitate to recommend him to anyone who needs a financial planner. Nelson and his team are always available to answer my questions.
Wanda Simek, Lawyer
I’ve been working with Nelson for many years now and can I can strongly recommend WealthSense Financial Group. His financial planning advice always shows strong diversification and fits well with my risk tolerance patterns. His input has set up a strong retirement platform for my wife and I.
Alistair Stewart, PhD
We had connected with Nelson through a professional group and have had an exceedingly productive partnership with him for the last 5 years. He has an exceptional understanding of both of our diverse professional needs and also a wealth of contacts who are able to help us with any aspect of our finances. We have and will continue to unequivocally recommend him to our friends and colleagues.
Dr Chelsea Elwood, Obstetrics & Gynaecology
WealthSense Financial Group has been a great resource to me and their service is excellent! I would recommend them to anyone who wants to take their financial planning to the next level.
Kevin Wong, CPA, CA
As a business owner, Nelson and his team have provided us with the knowledge, guidance and the necessary financial planning tools to help us realize our goals of building sustainable wealth and a comfortable retirement for our future.
T. Anderson, Anderson Brothers Trucking
Our role is to be your trusted financial security advisors and advise you on all of your personal and business financial planning needs.
Strategic financial planning takes into account the interrelationships among all aspects of your financial situation. These include: financial management, insurance and risk management, investment planning, retirement planning, tax planning, estate planning along with legal aspects. Our role is to be your trusted ‘Chief Financial Officer’ (CFO) and advise you on all of your personal and business financial planning needs.
A true financial plan will address your big picture and consider all relevant aspects of your life. Our comprehensive financial planning process takes all of this into account and ensures strategic integration across each of the key financial planning areas. In order to effectively and efficiently accomplish this, we have created a detailed and disciplined financial planning approach to ensure that all bases are covered and steps are taken to maximize your wealth, minimize your taxes and secure your financial future.
Studies and research continues to show that Canadians that work closely with a financial planner are saving more, living better, and experiencing higher levels of overall happiness in their lives.
Studies and research continues to show that Canadians that work closely with a financial planner are saving more, living better, and experiencing higher levels of overall happiness in their lives. The Value of Financial Planning, a three-year longitudinal study which included close to 15,000 Canadians, was commissioned by FPSC® and the Financial Planning Foundation.
Effective financial planning takes into account the interrelationships among all aspects of your financial situation. Your situation will vary depending on your existing wealth, income, profession, along with marital and family status. WealthSense specializes in working with the following individuals, professionals and business owners.
As a medical professional, you need a trusted advisor to help you navigate the intricate maze of financial planning that is specific to medical professionals.
Whether you are a lawyer, accountant, architect or professional athlete, you need a trusted advisor to help you navigate the intricate maze of financial planning that is specific to high income professionals.
Business owners are faced with a unique set of financial challenges deserving specialized knowledge, attention and care.
Having a family can be one of the most rewarding parts of life, but the financial realities that come with it must be understood and well planned for. Providing for your children's present and future needs, from education to recreation and everything in between, does not happen by chance.
We've got the resources to keep you informed.