Phillip Nelson

Background

About Phillip Nelson

Phillip Nelson co-leads the Nelson Gonchar Wealth Management Group at BMO Private Wealth in Thornhill, advising physicians across the GTA. With tremendous respect for their entrepreneurial spirit, compassion, and hard work, Phillip provides physicians with complete, integrated wealth management services to help them protect and enhance their wealth, plan proactively for life’s stages and challenges, simplify their lives, and enjoy financial confidence. Having advised 400+ physicians and a gamut of other professionals and entrepreneurs in 15+ years, Phillip has a track record for earning trust and building long lasting relationships. Phillip has a passion for the markets, a strong technical background and a deep understanding of tax strategies and the intricacies of the markets that can impact your portfolio. Working closely with a collaborative team of BMO Private Wealth specialists, Phillip creates Wealth Plans that encompass retirement, estate and tax planning, trust services, debt management, practice succession planning, insurance solutions, and philanthropic strategies, and advice on incorporation, tax-optimized corporate structures and other complex matters. At BMO Private Wealth, he offers depth and breadth of investment options and strong wealth planning solutions. These postings are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only, and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Endorsements/recommendations should not be construed as explicitly or implicitly approved by BMO Nesbitt Burns or the Investment Advisor. Previous results are not indicative of future results. Member-Canadian Investor Protection Fund and Member of the Investment Industry Regulatory Organization of Canada