Leslie Nelson

Leslie Nelson, MBA, CFA

Portfolio Manager & Investment Advisor

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Specializing in Personal Investment Advice and the Portfolio Management Approach

Whether you are a business owner, a professional or facing retirement planning your personal financial needs has become even more problematic in recent years.  Faced with a complex array of products and services, ever-changing tax laws and a challenging investment climate, you can trust that Leslies knowledge and experience will help you to make the correct choices. 

Leslie knows the importance of listening to you and understanding your specific situation.  She will perform an in-depth review of your specific circumstances before any suggestions or recommendations are made.  This is an essential step in developing a comprehensive financial plan that will enable you to meet all of your goals and objectives.

...And Helping You Achieve Your Investment Objectives

Whether you are looking for a balanced investment portfolio or a plan that generates income, Leslie will work with you to tailor individual investments to meet your needs.

  • Plan for Growth: For busy investors with an active career to manage, Leslie will tailor a customized financial plan to help you achieve your goals.  Drawing on the considerable resources at RBC Investments and her own experience, she will craft the optimal solution that maximizes the performance of your financial assets and minimizes the tax liability.
  • Plan for Retirement: Whether your retirement plans are fast approaching or far in the future, Leslie will create a personalized strategy for your RSP and RIF investments that bridges the gap between today's reality and tomorrow's desire for a comfortable retirement - on your own terms. 
  • Plan for Security: Young or old, Leslie will assist in the construction of a comprehensive Estate Plan to protect your estate, leaving a lasting legacy for your beneficiaries.  For investors receiving funds from an estate or inheritance, Leslie will help you implement sound programs to maximize the estate transfer, protect the initial capital and generate a satisfying income.

Our extended Wealth Management Services team


 

Advisor

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Vice President and Will & Estate Consultant, RBC Family Office Services


Advisor

Alleen Sakarian

Will & Estate Consultant, RBC Family Office Services


Advisor

Susannah Musselman, CPA, CA, CMA

Vice-President & Financial Planning Specialist, RBC Wealth Management Canada


Advisor

Premier Banking Advisor, RBC Royal Bank