Murray Neilson

Background

About Murray Neilson

What do I want for my clients? To help them achieve the financial freedom they need to spend time and energy on whatever brings the most meaning to their lives. We all have our unique life stories, our victories, and our losses. And then there is what I call “money baggage.” To help my clients, I work hard to understand their life stories and goals. That's why I ask all kinds of questions to solve issues people might not even be aware of in their financial situation. Nicola Wealth is serious when it comes to helping high-net-worth clients plan for their future, their family's future, and their legacy. They support my work with a team of the best in the business at problem-solving. I love what I do. It gives me the chance to: • Be curious: I ask because I truly want to know, and that leads to answers that make all the difference in my clients' lives. • Educate: I want to pass on my knowledge and experience by mentoring the next generation of leaders. • Give back: What does it matter how much we have if we don't use it to make a difference? Financial success doesn’t automatically prepare you to handle your money. I know this firsthand—there was a time when I lived beyond my means and didn’t prepare for my own family’s future. Nicola Wealth Management turned everything around for me, and I want to help others turn that corner as well. I’m proud to work for a company that supports my charitable endeavors to create meaningful change. Most important for me, I’m able to spend quality time with my family, especially my wife Patty of 50 years, our kids and 14 grandkids who give so much meaning to my own life. Having the ability to give back—whether to others or your own family—makes all the difference. Specialties include: wealth management | client relationships | business development