John N. Nelson - ScotiaMcLeod Vancouver

The approach I take with investment planning extends to the approach I take with my clients, emphasizing building long term, trusting relationships. The financial strategies that I offer are not for everyone. I recognize that different people are comfortable with different styles and methods of investing. Our clients are typically business owners, professionals, retirees or near retirees with over $250 000 in investable assets who want:

• Premium service and personal attention afforded by their success
• A customized wealth management solution they can trust
• An experienced advisor and assistant that they can work with for many years to come
• An overall financial plan put in place and maintained by a qualified professional
• To know how much they are paying for our services
• To continue to deal with the same professional that they signed up with and not be delegated to another team member for investment and planning recommendations/review
• A knowledgeable but friendly and approachable team that they can rely on and who they feel comfortable enough with that they can ask questions and get answers
• To deal with a solid, secure, leading financial institution

If you are not a client, and like what you have read, contact us and give us the opportunity to help you achieve peace of mind by delivering trusted wealth management solutions and personal service.

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