Nelson BC Financial Advisors are harder than ever to come by! Nelson Family Financial Services fills the void, helping locals find better financial success and security!
When it comes to fulfilling financial dreams and ensuring financial security, it’s often hard to do on your own. It can be especially difficult, given the additional challenges of living and working in a relatively remote area like ours, here in the West Kootenay.
As a Nelson BC Financial Advisor, I have the expertise to help affect wiser financial decisions and protect locals from unexpected losses. Over the past several years, local financial advisors have retired or moved on to the detriment of the clients entrusted to them. Committed to this area and this business, we are here to serve for the long term – pick up where our colleagues left off.
Being a long-time local, I bring almost 20 years of experience uniquely adapted to our little corner of the world. I offer specific know-how and versatility when it comes to helping the great folk of the West Koots realize their financial dreams.
Some of my clients want to save for a new home; others are preparing for retirement or need better management of their portfolios; many want protection for themselves and their loved ones from financial losses. Very often, it’s a combination of the above. Regardless, I have the experience, expertise, and resources to meet your needs.
A truly family business, my wife and I own Nelson Family Financial Services. For almost three decades, this company has helped the people of Nelson and the surrounding area achieve their financial goals.
Relationships matter – individual, family, community
Speak with Paul today about your finances.
As a fourth-generation Nelsonite, myself and my family are well-known in the community. I am passionate about this place we are so fortunate to call home and the people who make it just that much more special.
The name of our business, Nelson Family Financial Services, clearly reflects who we are and who it is we represent. It’s all about family – including the great friends we embrace like family! Relationships are the core of our business.
We form close relationships with everyone with whom we work. That’s particularly true when the conversation is about money. So much gets disclosed in each chat that a close relationship can’t not develop. The result? A business that nurtures relationships over years and even decades. Our first client from 1994 is, in fact, STILL a client!
Active in the community and supporting local charities, I am a husband and a father to an active 12-year-old son. I understand not only the importance of family but also the demands, challenges, hopes, and dreams. I am passionate about helping people. I want to know their story – learn about peoples’ past and their hopes and dreams for the future. And when I can help my clients achieve their goals and reach their dreams of greater financial freedom, there’s no better feeling.
None of it is possible without trust. I offer my nearly two decades of experience while adhering to the highest standards of ethics and integrity. It’s vital to me, my family, and the health of our business that I foster a sense of absolute trust with my clientele. I handle the information disclosed to me with the utmost confidentiality and respect, including the complimentary financial reviews available to everyone.
Local knowledge and expertise – your Nelson BC Financial Advisor
You know who you’re working with at Nelson Family Financial Services – you’ll work with me, Paul. We offer personal service founded on connection – meeting you, talking to you, and getting to know you. We spend the time – we listen – to offer the best, most personalized service possible.
We’ve watched this West Kootenay community grow and evolve for the past several years. We see far more remote workers, those working from home and those here on a seasonal basis. People are moving to our area, but because of their work, they aren’t necessarily visible in the community. Yet, we reach them – prioritize connection and establish a relationship. Nelson Family Financial Services understands the unique needs of the people who live and work here.
Uniquely, Nelson draws an ever-younger population interested in the outstanding outdoor adventure that, more and more, defines where we live. The recent changes in federal drug laws have also influenced our region’s culture. Without expert investment and insurance guidance, these factors can impact the financial health of individuals, families, and businesses.
As a Nelson BC Financial Advisor, I have the expertise to help affect wiser financial decisions and protect locals from unexpected losses. Over the past several years, local financial advisors have retired or moved on to the detriment of the clients entrusted to them. Committed to this area and this business, we are here to serve for the long term – pick up where our colleagues left off.
As your premier Nelson BC Financial Advisor, I am a full-service broker. Nelson Family Financial Services offers a wide range of investments and is not limited to one provider. Working with various plans lets us more effectively customize products to the specific needs of our individual clients. We can shop around for the best plan offering us, and you, more freedom in your investment and insurance solutions.
With every client, our mission is to provide valuable peace of mind so that they have the knowledgeable support they need, to help them achieve their financial goals.
