Senior Instructor – David B. Nelson, BBA, CFA, CMA, CFP, CLU
David B. Nelson BBA, CFA, CMA, CFP, CLU, is a Fellow of New Westminster College. He is President of Charlton Private Wealth Management Inc. located in Surrey, British Columbia.
With over 30 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 earned his Bachelor of Business Administration degree from Acadia University and has qualified for the following professional certifications: Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Canadian Investment Manager (CIM).
David is an active community volunteer and serves as President and member of the Executive Committee of the Fleetwood-Port Kells Conservative Association.
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