Leslie Nelson

Investment Advisor

416-699-1359 | Email me
416-699-2420
1-888-283-8512

Leslie brings over 30 years of involvement with the Canadian Investment industry - including over 15 years of employment as a Stock Market Analyst - to her role as an Investment Advisor.  It is a longevity that has provided her with the experience to develop investment strategies for both Bull and Bear Markets.  

Leslie started her investment career with Walwyn Stodgell Cochran Murray Ltd. in Calgary in 1980 and joined Richardson Greenshields - now RBC Dominion Securities - in Toronto as an Oil and Gas Analyst in 1987.  By the time that she left in 1996, she had risen to Vice President and Director.  Working next at ABC Fundamental Value Fund, she gained valuable insights into the Mutual Fund industry.

Leslie has strong academic credentials.  She graduated from the University of Western Ontario MBA program in 1979 and obtained a Bachelor of Arts Degree (Economics and Political Science) from Queen’s University in 1977.  She completed her Chartered Financial Analyst (CFA) Degree in 1989.   

 

Away from the office, Leslie enjoys leisure time with her husband Guy and children, Ryan, Trevor and Liseanne.

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.