Murray Neilson, CFP, CLU, CH.F.C., FEA

Business Development, Nicola Wealth Management

A highly regarded advisor, business leader, speaker and moderator, Murray works tirelessly to help his clients rise to their potential and expect more from life. He has over 40 years of experience helping CEOs and entrepreneurs plan and achieve their goals through sophisticated wealth management and planning strategies.

Murray has a tremendous talent for bringing together diverse groups of people to problem solve, collaborate and accelerate goal achievement. Combining listening, leadership and questioning with a strong sense of fun, Murray brings tremendous passion and dedication to all aspects of work and life.

Murray leads client development and relationship management for Nicola Wealth Management, a full-service wealth planning firm for high net worth families and individuals. Murray is a Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC), Chartered Financial Planner (CFP) and a Family Enterprise Advisor (FEA). He is called on each year to facilitate the highly anticipated, industry leaders panel at the annual CALU conference.

Community contribution is very important to Murray, and he has been involved in many different industry and community organizations and events over the years. Murray lives in Vancouver, where he was born and raised, and where he and his wife Patty have raised their three children. He is an avid tennis player and proud grandfather of 11 amazing grandchildren.