Nelson Mooney is a Senior Wealth Advisor and Portfolio Manager of MooneyLane Private Wealth at Harbourfront Wealth Management. He started his career with a major national firm in 1997 and through Nelson’s hard work he rose to the roles of Senior and Executive Consultant.
Nelson’s decision to move to Harbourfront Wealth Management in 2016 was to expand the products and services for his clients offered under CIRO, the Canadian Investment Regulatory Organization (formerly IIROC). The approach he takes is a philosophy centered on the fundamental principles of diversification, assets allocation, and selecting quality investment products. In addition, tax considerations and estate planning are essential elements of the plans he creates. This planning approach applies to his middle-aged, retired, business owner clients, as well as high net worth and ultra-high net worth families.
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 which include wealth accumulation, tax minimization, estate preservation, retirement planning and business succession planning. His dedication and care continue fortifying long-term relationships with his clients and their families. Nelson attained the Chartered Investment Manager designation, which is considered the industry standard for discretionary portfolio management for clients. A passionate coach, Nelson is a sought-after mentor of financial advisors in the Fraser Valley area.
During Nelson’s leisure time, he enjoys spending quality time with his wife and kids. Their family can be found boating, hiking, and enjoying the great outdoors.