NELSON INSURANCE SERVICES - Key Persons

Alan Rowell - President

Job Titles:
  • President
  • Fee Only Financial Planner
  • Member of the Knowledge Bureau
Alan Rowell, President and Tax Specialist of The Accounting Place, specializes in working with individuals and small to medium size businesses by providing accounting and taxation services that are unique to each client. After 30 years experience, Alan has developed a unique ability to translate taxation language into plain English and does not hesitate to dig deeper and ask for clarification and interpretations from the various Provincial Ministries of Finance and Canada Revenue Agency. His achievements include the DFA designation and he is recognized as one of the leading tax services specialists in Canada. He is a tax resource for a number of Financial Planners and a Strategic Educational Partner with the Knowledge Bureau. Since 1998, when Alan formed The Accounting Place, he has saved small business owners literally hundreds of thousands of dollars in income taxes through his savvy interpretations of the tax laws and his ability to help individuals and business owner's structure, operate and organize their financial affairs to their best overall advantage. Career Highlights: No highlight exceeds the sense of satisfaction achieved when you have assisted a client from idea conception through to ultimate achievement of their goals. Alan Rowell is also a faculty member of the Knowledge Bureau. The Knowledge Bureau is a national educational institute providing certificate training and professional development at a post-secondary level to advisors in the tax and financial services, as well as educational news and information services to their clients.

Douglas V. Nelson - Founder, President

Job Titles:
  • Financial Advisor
  • Founder
  • Portfolio Manager
  • President
  • Fee Only Financial Planner
  • Registered Portfolio Manager
Douglas Nelson the Founder and Portfolio Manager of Nelson Portfolio Management Corp. Nelson Portfolio Management Corp. is a member of the Nelson group of companies, otherwise known as Nelson Financial Consultants. Our typical clients include entrepreneurs, family businesses, executives, professionals and their family. In Doug's role as Portfolio Manager, Doug is responsible for determining the risk profile and investment strategy for all client accounts and for the NFC Tactical Asset Allocation Pool. Doug is responsible for making all final investment decisions. Education: Bachelor of Commerce (honors.), University of Manitoba I.H. Asper School of Business (1990) Certified Financial Planner (CFP®) (1998) Education: B.Comm.(hons.) - I.H. Asper School of Business, University of Manitoba. Insurance Planning Credentials: Certified Financial Planner (CFP®), Master Financial Advisor (MFA), Chartered Life Underwriter (CLU). Education: B.Comm.(hons.) - I.H. Asper School of Business, University of Manitoba. Financial Planning Credentials: Certified Financial Planner (CFP®), Master Financial Advisor (MFA), Chartered Life Underwriter (CLU). Douglas Nelson is a seasoned financial advisor based in Winnipeg, Canada. He is the President and Senior Financial Planner of Nelson Financial Planning Corp. Nelson Financial Planning Corp. is a member of the Nelson group of companies, otherwise known as Nelson Financial Consultants. The origins of the Nelson group date back to 1966 when Vernon, Doug's father, began his career in the financial services industry. Doug joined the firm in 1992. Nelson Financial Consultants is a financial services boutique providing a greater depth of services for a smaller group of clients. Our typical clients include entrepreneurs, family businesses, executives, professionals and their family. In Doug's role as the Senior Financial Planner, Doug will work with you to develop your overall financial game plan and strategy. Doug's team will then assist you in implementing the various components of your financial plan. Education: Bachelor of Commerce (honors.), University of Manitoba I.H. Asper School of Business (1990) Certified Financial Planner (CFP®) (1998)

Henry Letkeman

Job Titles:
  • Director at the Niverville Senior Citizens Housing Corp
  • Planning & Tax Advisor. Nelson Financial Planning Corp. Experience in Providing Financial & Tax Planning Services for a Small Business Owners and Farmers
  • Professional Accountant
Henry Letkeman is a professional accountant (CPA, CMA) with over 15 years experience in public practice providing financial and tax services to small business and 9 years of experience working for a Credit Union. Henry enjoys working with clients to maximize cash flow and minimize taxes. In his role with Nelson Financial Planning Corp., Henry will provide financial insights, analysis and strategy to our small business clients. Henry is a director at the Niverville Senior Citizens Housing Corp. in Niverville and is a member of the Finance Committee for Eden Health Services.

Jennifer Johnston

Job Titles:
  • Client Service & Administration
  • Fee Only Financial Planner
Jennifer has been actively involved in the financial services industry since 2007 and has worked with Nelson Financial since 2020. Prior to joining Nelson Financial, Jennifer worked in a variety of client service roles at one of Canada's major banks and has considerable experience in the administrative component of client portfolios. In her role with Nelson Portfolio Management Corp. Jennifer is responsible for coordinating client communication, managing our information systems and coordinating all client administration activity such as opening new client accounts, setting up on line access for new clients, coordinating client deposits and withdrawals and providing duplicate statements and tax reports as required. As a veteran administrator and client service professional, Jennifer supports the portfolio management team in the day to day administration of client portfolios. If you would like to connect with any member of our portfolio management team, please contact Jen and she will coordinate this for you.

Lynda J. Harris

Job Titles:
  • Portfolio Manager
  • Certified Financial Planner
  • Fee Only Financial Planner
  • Financial Planner
  • Insurance Advisor
Experience in financial planning analysis, investments and insurance since 1996. Lynda is a Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM) with over 22 years experience in the financial services sector. During that time, she has worked as an Advisor and in several financial planning and financial analysis roles for various financial services firms in Winnipeg. She provides to clients of Nelson Financial Consultants a wide range experience, expertise and technical knowledge. In her role as Financial Planner, she is responsible for providing detailed financial planning analysis for our fee for service financial planning and retirement planning programs, leading the year over year process for our premier financial planning service (Financial Desktop) and for coordinating our annual Tax Return review and preparation service (delivered by The Accounting Place). Lynda contributes research and commentary on various financial planning topics for our Client Education programs. Lynda also holds her life insurance license and is able to provide advice and answer questions in this area. Should you have questions at any time about various financial planning topics, feel free to connect with Lynda. Education: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM).

Michael J. Furtado

Job Titles:
  • Education: Financial Planning Credentials: Certified Financial Planner ( CFP® ) View Full Bio
  • Fee Only Financial Planner

Nicole S. Ross

Job Titles:
  • Client Service & Administration
  • Fee Only Financial Planner
Nicole has been actively involved in the financial services industry since 2001 and has worked with Nelson Financial since 2018. Prior to joining Nelson Financial, Nicole worked at two of Canada's major banks in a variety of roles including that of a Personal Banking Advisor, Manager of Customer Service and Manager of Financial Advice. In her role with Nelson Portfolio Management Corp. Nicole is responsible for coordinating client communication, managing our information systems and coordinating all client administration activity such as opening new client accounts, setting up on line access for new clients, coordinating client deposits and withdrawals and providing duplicate statements and tax reports as required. As a veteran administrator and client service professional, Nicole supports the portfolio management team in the day to day administration of client portfolios. If you would like to connect with any member of our portfolio management team, please contact Nicole and she will coordinate this for you.

Riley Chard

Job Titles:
  • Client Service & Administration
  • Fee Only Financial Planner
Riley is a Faculty of Arts, University of Manitoba graduate with a major in Global Political Economy. He comes to us formerly as a Senior Customer Experience Associate with a major bank, where he continued to exceed service goals set by the bank, conducted client meetings to open new accounts, and facilitated client connection with advisors. Prior, he was a teller earning consistent positive feedback as the first point of contact for the branch. When he's not working, he has enjoyed volunteering for Swimmingly Manitoba for the last 4 years, as well participated in a short stint as an NHL predictions writer with Capperspicks. Riley will be providing administrative support to the Nelson team.

Susan Kuz

Positive transformation leads to positive results. Susan Kuz is a positivity practitioner, coach and instructional designer, and has facilitated workshops and coached personal clients since 2009. She brings a wealth of experience through over 25 years of working with corporations of all sizes, including non-profits, privately owned, publicly traded, and crown corporations. Susan and the Nelson team share similar goals and beliefs about the importance of having confidence, clarity and purpose in one's own life. Combining personal clarity with detailed and reflective financial advice, clients can feel confident that their financial goals are in alignment with their personal values, that risks are well managed and that the overall financial plan is on a solid foundation. With this clarity, you can now go live out your plan with confidence. Susan and the Nelson team are collaborating in the development of educational resources and seminars, to help our clients be at their very best, living a full and abundant life. She is the founder of Social(ish), a private online course community designed to help adults create positive transformations in their lives.

Tammy Corrigal

Job Titles:
  • Financial Planner
  • Insurance Advisor
Education: Financial Planning Credentials: Certified Financial Planner (CFP®). Tammy has over 13 years of experience in the financial services industry with large Canadian financial institutions and financial advisory practices. Tammy has worked with clients in a variety of roles and has enhanced her education in the areas of financial planning, retirement planning, estate planning, insurance and pension administration. Tammy is a Certified Financial Planner (CFP®) and has an interest in elder care and advanced trust and estate planning education. In her role as an Insurance Advisor, Tammy is responsible for assisting clients in assessing and implementing their various insurance needs. Tammy is a licensed insurance advisor and is able to provide advice and answer any questions you may have in this area. Education: Financial Planning Credentials: Certified Financial Planner (CFP®). Tammy has over 13 years of experience in the financial services industry with large Canadian financial institutions and financial advisory practices. Tammy has worked with clients in a variety of roles and has enhanced her education in the areas of financial planning, retirement planning, estate planning, insurance and pension administration. Tammy is a Certified Financial Planner (CFP®) and has an interest in elder care and advanced trust and estate planning education. In her role as a Financial Planner, Tammy will provide financial planning advice and services with specific emphasis on retirement planning, estate planning and insurance. Tammy also holds her life insurance license and is able to provide advice and answer questions in this area. As a member of our financial planning team, Tammy will also contribute to the development of our education pieces and financial coaching programs. Should you have questions at any time about various financial planning topics, feel free to connect with Tammy. "IMPORTANT DISCLOSURES: The comments above are for information purposes only and do not constitute specific financial advice regarding your specific situation. Please consult a professional financial advisor who is familiar with your personal situation before acting on any information presented above. Every effort has been made to ensure this information is presented responsibly and accurately. However, important details may have been missed or these details may have changed since the publication of this note. All facts and opinions noted above must be reviewed to ensure their accuracy is still relevant based on today's specific situation, whatever that may be. Nelson Financial Planning Corp is not responsible for any action you take regarding this information."