Rick Nelson

Rick grew up in east Hamilton attending W.H. Ballard, Glen Echo, Viscount Montgomery, Glendale and Sir Wilfred Laurier Schools. His university career included McMaster and Brock University at the undergraduate level as well as Fairleigh Dickinson University and University of Chicago at the graduate level.

Beginning in the management program at CIBC, Rick's banking career progressed into Private Banking providing financial advice to senior executives of large U.S. companies in New Jersey, New York City and finally the Chicago area.

Since returning to Hamilton in 1989, Rick has attained licenses to sell mutual funds and insurance products and has earned his certified Financial Planner and Chartered Financial Consultant designations.

 


Rick Nelson

Rick is a Past President of the Advocis Greater Hamilton (formerly the Canadian Association of Insurance and Financial Advisors / CAIFA) and was a member of the Hamilton Estate Planning Council (formerly an executive member).

Rick Enjoys golf, curling, fishing, woodworking, gardening, architectural conservation and charitable fundraising.

   

 

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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