Klay Nelson

Klay Nelson

CFP®, R.F.P.®, CEA
Senior Wealth Advisor
Assante Financial Management Ltd.

Prior to starting in his role as a financial planner in 1999, Klay worked in occupations that included real estate sales, accounting, operations and information technology and business management.  He received two undergraduate degrees (BSc & BA) from the University of Waterloo and an Associate Certificate in Financial Planning from BCIT.

Klay’s professional designations include Certified Financial Planner (CFP®), Registered Financial Planner (R.F.P.®), Certified Executor Advisor (CEA), and he is also a licensed Life, Accident, and Sickness Insurance broker.

As a senior wealth advisor, Klay offers assistance with the following:  tax and estate planning, charitable giving, business planning and succession, retirement income strategies, investment advice, cash flow management, mortgage and debt management, and insurance strategy implementation.

Originally from the West Kootenay’s in the BC interior, Klay now lives in Pitt Meadows with his wife and three children.  When he is not working, he enjoys playing hockey and golf, hiking in our beautiful local mountains, walking the family dogs and cheering on his children at their local sporting events.

 

IIROC IIROC Advisor Report Canadian Investor Protection Fund Mutual Fund Dealers

Advisory services provided by CI Assante Wealth Management (“Assante”) are offered through Assante Capital Management Ltd., a registered investment dealer, and Assante Financial Management Ltd., a registered mutual fund dealer. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.

Assante Capital Management Ltd. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Assante Financial Management Ltd. is a member of the Mutual und Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).

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