David Nellist

Background

About David Nellist

David is the Senior Financial Advisor, and Branch Manager at Raymond James Qualicum Beach Branch. He is securities and insurance licensed and holds his Certified Financial Planner (CFP) designation. AREAS OF EXPERTISE Estate and Succession Planning Retirement Income Planning Insurance Protection Financial Planning Investment Selection Tax Planning David began his career working in corporate financial and strategic business planning. This led to a National Business Director position with a leading consumer package goods firm. In 2001, David and his family relocated from Oakville Ontario to Qualicum Beach B.C. to start up an independent investment practice. With David’s advanced professional financial training and his dedication to his clients’ objectives, David created and established a successful and trusted wealth management practice. At Raymond James, his clients look to David for guidance in choosing quality financial products that provide growth and a rising income. His spouse Shirley Nellist is the Branch Administrator, and together they oversee their branch with an overall team of 7 members. David and Shirley live and work in Qualicum Beach and are supporters of many community organizations and charities including the S.O.S, and Vancouver Island Compassion Dogs. For help navigating your financial future, click for our website CONNECT WITH ME IF: You are a professional, business owner, retiree, or nearing retirement You are seeking a higher level of personal service and attention You would like an independent review of your portfolio david.nellist@raymondjames.ca 250-752-8184 / @davidnellist Disclaimers: http://bit.ly/1nspoNn Disclaimer: bit.ly/RJLDSCLMR