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About Doyle & Nelson

Don Nelson, MBA, CFP*

Don Nelson

I have lived in Fonthill since 1982, and have served many clients in the area and other communities.

Together with my partner, Matt Dam, we focus on integrity and a high level of service in all we do. We start our new clients off with a comprehensive financial analysis and perform regular reviews of each client's insurance and investment portfolio.

I have a Certified Financial Planner® (CFP) designation and previous experience as a Director of Human Resources, Employee Benefits and Pensions for a large Canadian corporation. Along with that, came considerable experience with pensions, and investments.

Matt Dam has a business degree and is currently enrolled to obtain the Certified Financial Planner® (CFP) designation.

My clients' broad needs are my priority and I have the knowledge and experience to cover a very broad range of needs.

Matt and I very much enjoy tackling unique situations and helping clients achieve their financial goals. Here are some of the areas of our expertise:

  • helping you maximize your investment results
  • helping protect you and your family against unexpected events
  • helping you minimize your taxes
  • helping you prepare for retirement
  • helping you go through retirement with confidence

Contact me by e-mail or request a meeting with me.

Matt Dam, Hon. B.A. Bus.*

Matt Dam

I enjoy helping my clients work towards financial success. I can help you create a step-by-step strategy for achieving your lifestyle goals. Together, we'll define your financial requirements, evaluate your options, and choose the product solutions that best meet your protection, retirement planning, and wealth management needs. I can also help you:

  • protect your family from the unexpected
  • build & protect your savings
  • build your plan for the future
  • choose your health care options
  • save for your goals... whatever they may be

In 2006, I graduated with Honours with a BA in Business from Redeemer University College in Ancaster. I grew up in Fenwick, Ontario, and moved to Welland in 2007, where I currently live with my lovely wife Kelly. I am currently on the Board of Directors for the Rose City Kids, where I hold the position of Treasurer. In my spare time, I enjoy golfing, playing the guitar, biking, sports and auto racing.

Contact me by e-mail or request a meeting with me.

Len Doyle, CFP, RHU, CSA*

Len Doyle

As a Chartered Financial Planner and a member of the Million Dollar Round Table, I really enjoy helping my clients reach their financial goals.

When all your financial needs are in place from investments, insurance and benefits, it provides peace of mind and lifetime financial security.

My family has lived in the Niagara Region for over 30 years.

The greatest compliment is when someone says I wish I'd started working with you 10 years ago.

Contact me by e-mail or request a meeting with me.

Andrew Doyle*

Andrew Doyle

I will work closely with you to fully understand your specific situation and goals. Based on your needs, I’ll help you make informed financial choices to build your savings and protect what you save against unexpected events and to prepare financially for the future.

Contact me by e-mail or request a meeting with me.

  

* Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.