Nelson Family Financial Services

06/15/2026

Nelson Family Financial Services is very excited to give this year's Bursary to LV Rogers Grade 12 student Quentin Kerekes!
Quentin is continuing his education at BCIT in Business Administration, specializing in Entrepreneurship. His application checked off every box we had, and we are more than happy to help him continue his future business goals!

03/24/2023

This is something I am very proud of.
I have achieved my Responsible Investment Specialist designation!
At Nelson Family Financial Services, we have a full selection of Responsible Investments to suit your needs and comfort levels.

01/31/2023

We would really appreciate it if you would consider voting for Family Financial in the Professional Service Excellence category. Thanks!

We are excited to announce the return of the Business Excellence Awards!

The Chamber of Commerce Business Excellence Awards recognize businesses and business leaders that have achieved excellence in the community through their ongoing efforts and initiatives. The recipients are business people that display a sustained commitment to positive business development, economic growth, as well as community support initiatives.

Awards include: Business of The Year, Retail Excellence, Inclusive Employer Award and many more!

All businesses or organizations within Nelson and Area are eligible to be nominated. The deadline for entries is February 28th. We encourage everyone to vote. All nominees will be eligible to be selected as category finalists.

You can simply list a business name, or you are welcome to add some detail as to why the business should be considered.

Thank you for your help!

➡️ Nominate a business here - https://www.surveymonkey.com/r/nelsonbizawards2023 ⬅️

01/28/2023

🤩Our FAVOURITE TIME of year – RRSP SEASON!! When we can HELP YOU SAVE MONEY🙌!!! Don't miss out on the opportunity to SAVE for your future and to lower your tax bill.
👉The DEADLINE TO CONTRIBUTE for the 2022 tax year is March 1, 2023. CONTACT US for all your needs! >>> https://www.family-financial.net/registered-retirement-savings-plan

01/23/2023

😃We KNOW this community – it's all about the lifestyle⛷🏂🪂🛶⛵️!! We enjoy everything this unique little corner of the world has to offer – from breathtaking backcountry 🗻 to medicinal and recreational cannabis🌿 (that we all know has defined the lifestyle for generations!)

🤔BUT... do you know how these activities impact your insurance?

🤝Let us help you enjoy everything you LOVE about being here WHILE protecting your financial health and security! Talk to us about the ins and outs of lifestyle-related insurance coverage, so you enjoy everything the has to offer AND valuable peace of mind!

LEARN MORE >>> https://www.family-financial.net/blog/life-insurance-adventurers-cannabis-users

12/15/2022

🎊2023 is just around the corner – your financial well-being and security ☔ is the name of the game!
You work hard for everything you have. We want to help you make the most of your investments💰to achieve your goals and secure the future of your dreams! It's your money AND your peace of mind – we understand that! Whether you're saving for a house🏠, preparing for retirement🏖️, or protecting yourself and your loved ones from financial losses, we can help.
✨FIND OUT MORE >>> https://www.family-financial.net/blog/nelson-bc-financial-advisor

11/30/2022

Paul Bowolin`s generous gift to Osprey`s Community Fund on behalf of his Nelson Family Financial Services clients is the gift that keeps on giving.

All endowed donations to our Community Fund are pooled and invested. The generated income flows back out to support local hard working community service organizations.

Paul`s gift is like planting a tree, the fruit can be harvested year after year.

For good, Forever.

11/27/2022

We LOVE💖 this community and help where we can! Nelson Family Financial Services donates annually to the Osprey Community Foundation on behalf of our clients.
✨Find out more about what we do and our commitment to serving you >>>

Nelson BC Financial Advisors are harder than ever to come by! Nelson Family Financial Services fills the void, helping locals find better financial success and security!When it comes to fulfilling financial dreams and ensuring financial security, it's often hard to do on your own. It can be especial...

11/25/2022

❓What are your goals for 2023❓
🏠Saving for a new home?
🏖️Preparing for retirement?
💰Better management of your investment portfolio?
⛺Protection for yourself and your loved ones from financial losses?
Success is ALL about relationships🤝 – and trust!
✨And knowing you can rely on me as your Friendly, LOCAL Nelson BC Financial Advisor for years to come! With almost 2 decades of experience and expertise, I have been helping my friends and neighbours of the West Kootenay with all of their investment and insurance needs.
✍️LEARN MORE about how we can help you achieve your financial goals for the coming year... and beyond! >>> https://www.family-financial.net/blog/nelson-bc-financial-advisor