We offer our clients expert advice on investing, income creation and asset protection. Your personal financial situation is unique from all others.
Home
Welcome
Your team
John has been providing personalized wealth management services to private investors, businesses and charitable organizations since 1992.
In 2005, thanks to his proven investment management and sound business ethics, John was one of 25 advisors selected nationally to pilot ScotiaMcLeod’ s Managed Portfolio Program making him one of the first Portfolio Managers in the firm.
John, his wife and three children live in Vancouver and are very active in the community.
ScotiaMcLeod®, a division of Scotia Capital Inc.
After working in the finance industry in Toronto, Peter brought his diverse experience to ScotiaMcLeod in 1998.
Integrity, honesty and communication are the tenants of the lasting relationships he has built with all of his clients: families, non-profit organizations and corporations.
Since 2002 Peter has been regularly travelling to Whitehorse to service his growing client base in the Yukon.
Peter, his wife and two children live in Vancouver and are very active in the community.
ScotiaMcLeod®, a division of Scotia Capital Inc.
Patrick began his career with ScotiaMcLeod in 1998, partnered with John Nelson and Peter Lambert in 2001 and was one of the first candidates for ScotiaMcLeod’ s industry leading Investment Associate training program.
Patrick’s focus on operational management makes him a key part of the Nelson Lambert Group. The depth of his industry experience and attention to detail ensures the team operates smoothly to meet all our clients’ needs.
Patrick and his wife live with their son in New Westminster. When Patrick isn’t on the ice himself, he is coaching his son’s hockey team or on a family walk in the woods with their dog.
ScotiaMcLeod®, a division of Scotia Capital Inc.
Originally from the Ottawa branch, Tu joined the Nelson Lambert Group in 2013.
She has been in the finance industry since 2008 and has worked in the public, private, and non-profit sector. With many years of client service experience, she makes it a top priority to provide clients with the best experience that they can receive. Outside of the office, Tu enjoys hiking and powerlifting.
ScotiaMcLeod®, a division of Scotia Capital Inc.
Thushya graduated from Simon Fraser University with a Bachelor of Business Administration focusing on Finance and Human Resources. She joined our team in the summer of 2018 and assists with client servicing and administrative functions. Thushya ensures the smooth and efficient execution of the team’s daily administrative operations while maintaining a high level of client care and is committed to completing client requests with extreme care.
In her free time, Thushya enjoys reading, trying new breakfast joints, and spending time with friends and family.
ScotiaMcLeod®, a division of Scotia Capital Inc.
What we do
At the Nelson Lambert Group, we are primarily investing “nest egg” money. That is, the individuals and institutions that entrust us with their investment portfolios have typically accumulated their wealth over many years of hard work and/or diligent saving.
Based in Vancouver, our wealth advisors also travel to Whitehorse several times a year to meet with clients in that region. Our clients count on us to protect their wealth and to ensure that their current and future investment objectives are realized. It is not a responsibility that we take lightly, and our basic investment philosophy has evolved out of the understanding that our clients want a long-term, steady investment plan that will give them financial peace of mind.
Our investment philosophy is what sets us apart. We focus on building tax efficient portfolios that provide high dividend income while maximizing your wealth for the future. When clients ask us what our investment philosophy is, we would usually reply “Invest for income whether you need it or not”. This approach to equity investing has proven over time to be the best way to grow and protect wealth for the long term through various market cycles.
Latest news
There are no items to display.
Contact us
We are committed to exceptional client service.
Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person.
Our address
1508 West Broadway, Suite 801
Vancouver, British Columbia
V6J 1W8, Canada
+1 866.341.8664
604.737.3524
| Name | Position | Phone |
|---|---|---|
| John N. Nelson | Senior Wealth Advisor, Portfolio Manager | 604.737.3502 |
| Peter Lambert | Senior Wealth Advisor, Portfolio Manager | 604.737.3510 |
| Patrick Moroz | Portfolio Associate | 604.737.3514 |
| Tu Le | Business Development Associate | 604.737.3528 |
| Thushya Thurairatnam | Administrative Associate | 604.737.3526 |