Nelson has over 30 years’ experience in the financial services industry and joined Cartile Financial Services in 2001. Nelson holds the Canadian Investment Funds, Canadian Securities Course, Insurance Broker through the Financial Services Commission of Ontario (FSCO), and Branch Manager designations. He is a member of ADVOCIS, is currently working on his Certified Financial Planner (CFP) designation and is an active participant of Strategic Coach.
With his superior analytical skills, and dedication to client service, Nelson focuses on identifying clients' retirement, investment and estate planning objectives, formulating retirement income projections and determining the most suitable financial and insurance products to suit their needs.
Nelson is fluent in Portuguese as he grew up in a Portuguese community and studied in a Portuguese school. He is married and has 4 children ranging in ages from 17 to 24 and is actively involved in their extra-curricular activities.
He enjoys cars, backcountry camping, skiing, hockey, soccer and working around the house, and is a volunteer for the Canadian Ski Patrol.
Learn a little More about Me
Best concert ever attended?
Elton John & Billy Joel
I can't live without my ...
Swiss army knife
If I could travel anywhere in the world, it would be ...
Anything hot and spicy