Nelson Simoes
Nelson Simoes
Certified Financial Planner
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.
Testimonials
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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
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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
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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
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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
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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
