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David B. Nelson CFA, CMA, CFP, CLU
President

With over 28 years of experience, David has provided customized financial solutions for business owners and affluent clients from a variety of perspectives, including public accounting, personal financial planning, investment management, succession, tax and estate planning. He has also advised clients on both domestic and international solutions to their financial objectives. David has worked with some of Canada’s leading financial and professional service firms including Great-West Life, Canada Trust, Royal Trust, KPMG and PriceWaterhouseCoopers.

David’s professional credentials include: Bachelor of Business Administration (BBA), Acadia University; Chartered Financial Analyst (CFA), Certified Management Accountant (CMA); Certified Financial Planner (CFP); and Chartered Life Underwriter (CLU).

 

 

Client Focused Planning
At Charlton, we are committed to focusing on the needs of our clients.  We use highly developed skills to help clients identify and prioritize their goals and uncover their apparent and not so apparent concerns.  This enables us to design effective solutions that match their particular needs.

Expert Advice
Our clients’ affairs are often complicated and require the integration of multiple disciplines in order to create optimal solutions for them. We have the professional credentials and expertise to create comprehensive strategies which address any and all of the issues.

Customized and Unique Solutions
In collaboration with our international network of professionals we have developed several unique solutions that are available exclusively to our clients.

Significantly Improved Results
The net result is that we are able to offer our clients significantly improved financial results compared to their identified goals and concerns.

 

 

© 2007 Charlton International Financial Group Inc.