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Nelson Portfolio Management Corp.


147 Provencher Blvd
Suite 102
Winnipeg, MB R2H 0G2
(204) 956 - 0519

Principal Contacts

Dale Hawthorn
Chief Operating Officer
Tel: (204) 560 - 1490

Client Minimums

Private: $350,000

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor
  • Family Office
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba*
  • Ontario

* indicates a physical location in this province

To achieve great financial results, our experience tells us that it is important to pay attention to the details.

What are these details?

We believe that there are five great killers of wealth:

  • The taxes you pay,
  • The fees you pay for various financial services,
  • Interest costs on long term debt,
  • The degree to which your portfolio or net worth fluctuate over time, and
  • The negative impact of inflation on your purchasing power.

By paying attention to the details of those things that can either reduce or destroy your income or your wealth, you can be well on your way to achieving the financial outcomes, and lifestyle, you most desire.

We have developed simple, straight-forward advice, strategies and solutions to address these great killers of wealth.  By addressing these issues head on, year in and year out, the goal is to help you retain more income and build greater wealth.  For when you have both more income and more wealth, you are more likely to have greater financial options, lifestyle choices and peace of mind.

This is our philosophy and approach when providing financial advice.

If you are looking for a new financial advisor relationship, we are pleased that you would include us in your search.