Resources
Here are some useful resources to help you:
Useful Websites
Taxes:
Government Agencies:
News:
Calculators
- Smart Bond Investing Accrued Interest Calculator
- Retirement Calculator
- College Savings Calculator
- Loan Calculator
- Savings Calculator
- 401(k) and IRA Minimum Required Distribution Calculator
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Testimonials
-
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
