Nelson Denby CFP^®, CIM^®

Wealth Planner

As a Wealth Planner at Newport Private Wealth, Nelson works alongside Portfolio Managers to help clients organize the moving pieces of their financial lives—cash flow, tax considerations, insurance, and estate planning—into a clear plan of action.

Originally from Kelowna, B.C., Nelson is based in Toronto. He started his career at IG Wealth Management in British Columbia, building a foundation in goal-based planning and client service. He later joined Wealthsimple, where the pace and variety of client needs strengthened his ability to listen closely, identify priorities quickly, and follow through on the details that keep a plan on track.

In his role at Newport, Nelson helps clients prepare for and work through important financial moments—retirement decisions, business and real estate planning, and family wealth conversations—by coordinating information and turning recommendations into practical next steps. “My goal is to make the plan feel doable,” Nelson says. “If a client leaves a meeting knowing exactly what happens next, we’ve made progress.”

Nelson is a Certified Financial Planner professional and is a Chartered Investment Manager. He is currently working toward his Trust and Estate Practitioner and Chartered Life Underwriter designations. He is detail-oriented and process-driven, with a focus on building plans that are easy to understand, implement, and revisit as life changes.

Outside of work, Nelson stays active through running, soccer and strength training, and he also enjoys playing guitar, reading, and exploring Toronto’s neighbourhoods. “I’m at my best when I’m learning,” he says—whether that means digging into a new planning strategy or finding a new route through the city.