On Monday, October 19, 1987, while walking home from school I heard the TSX had dropped 11%, and the Dow 23%, the largest one-day drop in history in percentage terms. The 6 p.m. newscast focused on the market crash and panicked investors. My father wasn’t fazed and the next day invested more money. He taught me the importance of staying true to your investment strategy, owning quality investments, and the value of patience – and sparked my interest in investing.
Helping clients achieve their dreams through financial planning is my passion. For nearly 20 years, I’ve helped families and business owners plan, invest, and protect their wealth by simplifying complex financial matters and building holistic investment strategies that enable them to live life with confidence.
My client relationships are built on trust and respect because everyone deserves an advisor who listens and understands them, and who talks openly and realistically about what is achievable.
I believe in empowering investors through education and host a monthly breakfast meeting to discuss investing and financial planning matters. I also founded Oakville Community Connections, an organization dedicated to deepening relationships and fostering a healthy, vibrant community.
A proud resident of Oakville for over 35 years, I believe it’s important to shop locally and support small business owners in my community. When not working, I enjoy dining with friends in downtown Oakville, strolling the promenade with my family in Bronte, and catching a show at the Oakville Centre for the Performing Arts.
The secret to providing exceptional client service is having a talented and dedicated branch team. My Branch Office Administrator, Jane McBride knows every client by name and anticipates their needs. Together we have over 40 years of collective industry experience with Edward Jones. Call us today and experience the tradition of client service excellence.
- Wealth Strategies
- Retirement Savings Strategies
- Business Owner Considerations
- Wealth Protection Strategies
- Divorce Finances
- Education Savings Strategies
Phone NumberRichard Nelson at (905) 842-4911
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 08:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|