Rick Nelson

Gerald Flaherty Agency was established in 1955 as a life insurance and annuity agency. The firm was purchased in 1990 by Rick Nelson (Rick is Gerald Flaherty's step-son). The company has evolved to also provide GIC's, funds and a focus on retirement planning. In 1991, Rick's wife Sue became the office manager for the Gerald Flaherty Agency and in 1995, Rick's daughter Jessica began working in the office.

The company is an independent provider of mutual funds, labour sponsored funds, segregated funds, GIC's, RRIF's, RRSP's, annuities, life insurance and critical illness coverage. The firm provides financial planning advice and specializes in retirement planning, pension rollovers and inheritances.

The long-term goal of the firm is to continue as an independent, family owned provider of conservative financial advice and products.

 

 

 


Rick Nelson
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The Gerald Flaherty Agency
111 Charles St. Hamilton. Ontario L8P 3E4
Ph: (905) 525 4255, Fax: (905) 525 4294

website updated September 10, 2013