Doug Nelson
DOUG NELSON, B.Comm. (hons.), CFP, CLU, MFA Doug is a financial advisor who specializes in providing family business succession and portfolio risk management services. Doug is also a faculty member, author and lifecycle coach with The Knowledge Bureau, for whom he has authored two certificate courses: Advising Family Businesses and The Portfolio Risk Manager. In addition he has co-authored three new certificate courses for The Knowledge Bureau in the Retirement Income Specialist Designation...See more
DOUG NELSON, B.Comm. (hons.), CFP, CLU, MFA Doug is a financial advisor who specializes in providing family business succession and portfolio risk management services. Doug is also a faculty member, author and lifecycle coach with The Knowledge Bureau, for whom he has authored two certificate courses: Advising Family Businesses and The Portfolio Risk Manager. In addition he has co-authored three new certificate courses for The Knowledge Bureau in the Retirement Income Specialist Designation Program: Tax Efficient Retirement Income Planning, Financial Literacy: The Evaluation of Risk and Return, and Portfolio Construction in Real Wealth Management. These efforts have provided Doug with the unique ability to teach leading edge insights on the needs of the affluent baby boomer market to experienced advisors. His articles have been published nationally in several industry magazines, he has been a guest on radio, and speaks to many industry organizations. See less