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The Biggest Mistake CEOs Make When Creating and Preserving Personal Wealth

CEOs focus their attention on their organization’s financial plan, but when it comes to personal plans, many don’t have one in place. Murray Neilson, Nicola Wealth, shares why you should have a team of advisors to work with you to navigate the complexities of a great personal wealth plan, including such key aspects as portfolio diversification, maximizing long term rate of return, and ensuring you have prepared your will to safeguard your legacy for future generations.

Murray leads client development and relationship management at Nicola Wealth. Murray is also a highly-rated MacKay CEO Forums Chair. Nicola Wealth is a full-service wealth planning firm for high net worth families and individuals. Nicola Wealth is also one of MacKay CEO Forum’s valuable National Partners.

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 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.

Nicola Wealth

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  • Coaching

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