Murray Neilson
A bit about Murray
- Wealth Management
- Client Relationships
- Business Development
Meet Murray Neilson
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.
Murray 's Group Overview
Murray is deeply passionate about helping people and organizations move forward.
Group Member Overview
Murray leads and mentors several Forum Groups of executives and CEOs to help them resolve their biggest challenges.
Logistics and Transportation
Legal
Fianancial Services
Construction
Agriculture
Meeting Locations
Murray’s forum groups meet 7 times per year. Each member hosts the meeting at their preferred location which are hosted within Greater Vancouver.
WHAT CAN PEER LEARNING DO FOR YOU?
Vision
The collective group will be able to provide valuable insights as to future outcomes.
SHARED EXPERIENCE
A valuable platform for creating a collective narrative that strengthens connections and promotes a sense of community.
SUPPORT
Members find a supportive community that offers insights, understanding and creates a valuable network for navigating challenges and fostering personal growth.