Doug has been a financial advisor since 1992 serving clients from Ontario to B.C. As a lifelong entrepreneur, Doug can relate to his business owner clients in so many ways. Whether it be the challenges of running a business, planning for succession, managing the corporate structure or figuring out how best to work with other family members, Doug provides thoughtful insights to his entrepreneurial clients. Doug Nelson and Lynda Harris have worked together since 2017, growing another independent financial advisory firm to a team of 10 and managing over $250 million of client assets.
Doug is the author of the Canadian best seller Master Your Retirement, How To Fullfill Your Dreams With Peace of Mind, now in its fourth edition. Doug has presented at over 100 industry events and is often quoted in both local and national media. Doug has two adult daughters and can be found golfing, hiking and kayaking during the summer and down-hill skiing during the winter.
Financial Planning Credentials: Doug provides customized, fee for service financial planning through Precision Wealth Management and the Precision Wealth Family Office.
Portfolio Management Credentials: Doug is a registered portfolio manager of Q Wealth Partners, providing discretionary portfolio management services to his financial planning clients at Precision Wealth Management and Precision Wealth Family Office. Doug is registered in the provinces of Ontario, Manitoba, Alberta and B.C.
Insurance Advisor Credentials: Doug is a licensed insurance advisor with Nelson Insurance Services Corp. and is licensed to provide advice on life, disability, critical illness and annuity products in Ontario, Manitoba, Alberta and B.C.
Other Accomplishments:
