Solving Your Financial Puzzle

780-539-5943

What Our Clients Say

Our company has relied on Neil & Associates to provide financial services for the past 12 years.  Rob has been a great help with managing our group insurance plan plus has been a great support in many other aspects of our business.  Many of our 50 employees have had Rob help them with their investment planning as well.

Rob has helped guide me with my personal financial picture and I must say has done a great job!

I would highly recommend Neil & Associates to provide financial services.  Rob and his staff provide personal, confidential advice that will enable you to secure your financial goals with the least amount of headache.

Kevin Szakacs
President
Hi-Tech Business Systems Ltd.
Grande Prairie 

 

I am pleased to provide this letter of reference for Neil & Associates.

Rob and his staff have been providing excellent support and service for our company since 1989.  His office responds quickly and efficiently to any questions we may have regarding our business dealings and more importantly, our employee benefit plan.  They are a pleasure to deal with.

Providing us with honest no hassle service is what makes me comfortable recommending him for any position of trust.

Charles Longmate
Windsor Ford
Grande Prairie

 

 

I wish to express my deepest appreciation for the kindness and consideration that the staff at Neil & Associates has shown me over the past two years since the passing of my husband, Kirk.  Years ago, Rob invited us into his office to sit down and discuss insurnace options for our young family.  He advised that we take out life insurance on ourselves, as well as disability insurance for Kirk considering his line of work relied upon his physical well-being.  Rob was very accommodating when it came to setting up our policies.  He visited our home on a couple of occasions to work around our busy schedules and brought out a nurse to conduct our medicals.  We took out modest plans and paid into them each year.

As time went on, Rob advised that we might want to consider increasing the amount of coverage we had.  Premiums were reasonable when you considered the payout available should you ever need to make a claim.  We took his advice and increased our insurance coverage.  Sadly, Kirk was killed in a snowmobiling accident in 2012, leaving me to raise our three young children on my own.  Fortunately our life insurance policy kicked in right away and I was paid out in full.  Grieving the loss of a loved one causes an immeasurable amount of pain and stress.  Grief compounded with financial worries would be unimaginable, and I am truly thankful I didn't have to deal with that.  Rob and his staff at Neil & Associates were very helpful and professional when dealing with my needs.  They took care of every request in a very timely manner and always made me feel like they truly cared.

Years ago, we also took out a group benefit plan for our business through Rob, which has been greatly appreiciated by our employees.  The group plan also paid out a death benefit to me with Kirk's passing.

 After some time had passed, Rob advised me on a few sound investments to help my life insurance money work for itself.  I am very pleased with the returns that these investments have afforded me.

Thank-you for all of your help.  I look forward to working with Neil & Associates in the future.

Marla Nelson
Sundown Oilfield Services
Grande Prairie