Nelson Simoes

Nelson Simoes is a Certified Financial Planner and President of WealthSense Financial Group Inc. After completing his Bachelor of Business Administration from Simon Fraser University with a concentration in Finance, Nelson now specializes in providing comprehensive financial planning solutions to professionals and business owners. Recognized as a leading financial planner in the financial services industry, Nelson has spoken at numerous financial forums and industry conferences across Canada. Nelson has also co-authored a book with four other top advisors on the fundamentals of ‘true’ financial planning.

In his spare time, Nelson is a proud husband to his wife Jenny, adoring father to his daughter Ellie and best friend to his dog Kora. He enjoys spending time in Whistler and being outdoors. Whether he is skiing the steep and deep, riding his mountain bike in the woods with Kora or going for a swim in the lake, he enjoys being active.

Designations:

Certified Financial Planner (CFP) is an internationally recognized credential awarded in Canada by the Financial Planners Standards Council (FPSC). CFP professionals must meet the FPSC’s strict standards in education, experience and ethics. CFP professionals are the largest identifiable body of licensed financial planners in Canada with more than 17,500 individuals meeting the strict standards to attain this designation.

Financial Management Advisor (FMA) is a financial planning designation that distinguishes a financial advisor with gaining an enhanced understanding of more advanced estate planning, tax planning, insurance planning and wealth management strategies for higher-net-worth clients.

Chartered International Wealth Manager (CIWM®) designation distinguishes an advisor as a trusted financial consultant with exceptional wealth management expertise to provide integrated wealth management that coordinates every aspect of one’s financial affairs.