Klay Nelson

Klay Nelson

BSc, BA, CFP®, R.F.P.
Senior Wealth Advisor / Assistant Branch Manager
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, information technology and business management. He received his undergraduate degrees (BSc & BA) from the University of Waterloo and his Associate Certificate in Financial Planning from BCIT.

Klay’s professional designations include Certified Financial Planner (CFP) and Registered Financial Planner (R.F.P.) and he is also a licenced Life, Accident, and Sickness Insurance broker. Klay serves as the Assistant Branch Manager for our branch of Assante Financial Management Ltd.

Originally from the West Kootenays, in the BC interior, Klay now lives in Pitt Meadows with his wife and three children. When he is not working, Klay enjoys playing hockey and golf, hiking in our beautiful local mountains and cheering on his children at their soccer, hockey and track & field events.

Insurance products and services are provided by Klay Nelson.