Blissful Bookkeeping is a Nelson based bookkeeping service firm for small businesses, corporations and self-employed individuals. My goal is to offer a personalized services tailored to meet the bookkeeping needs and schedules of each client. I take pride in the accuracy and detail of my work and am committed to keeping your information confidential. Contact me for a free assessment.
Nelson Banking Centre
CIBC Branch with ATM
Toll Free 1-800-465-2422
Monday 9:30 AM – 5:00 PM
Tuesday 9:30 AM – 5:00 PM
Wednesday 9:30 AM – 5:00 PM
Thursday 9:30 AM – 5:00 PM
Friday 9:30 AM – 5:00 PM
Saturday 9:30 AM – 4:00 PM
CIBC Wood Gundy is a Premier Provider of Wealth Management Services: CIBC Wood Gundy has a distinguished heritage of helping investors and clients alike achieve their goals. CIBC Wood Gundy Investment Advisors are committed to fostering relationships based on trust through listening, caring and delivering investment solutions that meet your unique needs. CIBC Wood Gundy provides a complete array of financial products and services along with the unified strengths that CIBC provides in creating a foundation that helps make clients the focus of everything we do. We are proud to uphold CIBC Wood Gundy’s tradition of community involvement though our support of national initiatives such as Miracle Day, CIBC Run for the Cure and the CIBC Climb for the Cure.
“CIBC Private Wealth Management” consists of services provided by CIBC and certain of its subsidiaries, through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products.
CIBC World Markets Inc. and ISI are both Members of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. CIBC Private Wealth Management services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth Management” are registered trademarks of CIBC.
Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.
The Columbia Kootenay Cultural Alliance (CKCA) administers and manages arts and culture granting programs on behalf of the Columbia Basin Trust.
Here you will find information on the annual arts and culture funding programs, contacts for local arts councils in the Columbia Basin, lists of arts, culture and heritage projects that have been funded by the Trust through the CKCA, arts links to funders and arts, culture and heritage resources, and an on-line art gallery showcasing the work of Basin artists.
The HUB Nelson insurance office staff is comprised of knowledgeable and experienced account executives and customer service representatives who work together to administer tailored personal and business insurance solutions for our clients.
We provide our clients with specific teams that are committed to being dependable and accessible. We pride ourselves on providing prompt and professional service, and strive to ensure that any claims that our clients may have are handled promptly, efficiently, and to their satisfaction.
The IG Wealth Management team in Nelson is located right downtown on Vernon Street and we accept both in person and virtual meetings. Through lifelong relationships, we get to know your family to proactively adapt your financial plan for whatever life brings. Our approach to financial planning clarifies different “what if” scenarios to give the answers you need for the outcomes you desire. Please contact us to book your consultation:
Emily Tucker CFP®, RRC® 250-352-7777 ext. 241 | email@example.com | https://advisor.investorsgroup.com/en/emily_tucker
Hallam & Associates Private Wealth Management:
Claire Hallam CFP®, RRC®, RIS, BA(Hons) 250-352-7777 ext. 229 | firstname.lastname@example.org
Sabina Spahmann CFP®, RRC®, BSBA 250-352-7777 ext. 253 | email@example.com
Financial Services Including:
- Investments (RRSP, TFSA, RRIF, Pensions etc.)
- Health and Dental Benefits
- Life Insurance
- Tax and Estate Planning
We believe in keeping interest local. As a member you share a bond, a commitment to keeping interest local. Doing business with NDCU supports 100 mile theory and contributes to a vibrant community and a dynamic local economy, while insuring decisions are kept local. From community comes strength! Logically. Locally. At NDCU we have a long history. From cash box to community cornerstone, your community Credit Union has been Nelson, Rossland and the East Shore’s local credit union for decades. Based on a history as an alternative to the banks, NDCU has grown from a modest beginning to an innovative, community-based financial co-operative. We believe the key to our success has been our membership.
Like banks, credit unions are full-service financial institutions providing a wide variety of financial services such as banking, loans, investments, and insurance to members from all walks of life – and to individuals, organizations and businesses.
There are, however, key differences.
The first is that the underlying mandate for banks and trust companies is to provide a healthy return on shareholder investments. These shareholders may or may not be customers of the bank…or even live in the same country.
Credit unions, on the other hand, have co-operative values where profits are directed back to the members and the community. Decisions as to how and where these profits are shared are made right here, by local management and by directors that local members elect through a democratic process – another key difference between credit unions and the big banks.
And while responsible money management is the priority, credit unions are justly proud of a reputation for providing superior customer service and a personal touch by local staff who are your neighbours, friends and family members.
Nelson Family Financial Services offers a full complement of financial services ranging from investments and personal insurance to banking. As a family owned business, we have valued helping other families with their financial needs through all stages of life, for over 20 years.
Retail, Commercial&Mobile Banking Needs.
Verecan Capital Management Inc. is an independent financial advisory firm offering client-focused financial advice and discretionary investment management. Our team has over 30 years of experience in the industry, and members share a philosophy of simply doing the right thing for our clients. No one on the team is commission-based, and our advice is never motivated by our profit considerations or quotas. Instead, we measure success by client satisfaction and in the achievement of our clients’ investment goals.
Verecan Capital Management Inc. is a registered Portfolio Manager in all provinces in Canada (except Manitoba).
For more information, please visit https://www.verecan.com/.
Contact information for the Nelson team;