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Alan J. Nelson

Vice President and Senior Investment Advisor

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Alan J. Nelson — Vice President and Senior Investment Advisor

I am committed to helping my clients understand the investment opportunities that are available today. My belief is that each client requires personal attention for their unique needs. A customized financial plan is created for you to ensure that your future financial goals are met. My experience allows me to create portfolios that are flexible to meet your short-term needs but disciplined to maximize long-term returns.

Our vision

I believe that financial success comes through thoughtful planning, patience and discipline. My partnership with you is built on a foundation of trust, honesty and integrity. We all work together to ensure that your needs are met and satisfied.

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No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.