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Nelson Mooney

Investment Advisor
CFP, EPC, RRC

Biography

Nelson started his financial planning career in 1997 with a major National firm. During his tenure, Nelson was ranked within the top 2% of approx. 4000 advisors nationally of that firm and was appointed to Senior and Executive Consultant.

Nelson’s decision to move to Harbourfront Wealth Management was to expand the products and services to his clients that are offered under the Investment Industry Regulatory Organization of Canada (IIROC) Nelsons dedication and care has continued to fortify long-term relationships with his client and their families. The approach he takes is a philosophy centered on the fundamental principles of diversification, asset allocation and selecting quality investment products. In addition, tax considerations and estate planning are essential elements of the plan that he strives to create.

As a Financial Planning Graduate from the Canadian Institute of Financial Planners Nelson offers a holistic approach to assist his clients in reaching their various goals to include wealth accumulation, tax minimization, estate preservation, retirement planning, and business succession planning. Nelson has also been responsible for coaching and mentoring other financial advisors in the Fraser Valley. During Nelsons leisure time he enjoys spending quality time with his wife and two daughters. They can be found boating and enjoying the great outdoors.

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