Insurance, Group Benefits, and Wealth Solutions

Our Team Of Trusted Advisors

Financial security takes planning. Meet the team that can help you prepare for the moments in your life that have a big impact.

Meet the Team

Financial Planning & Investments

Financial security planning is about more than saving money. Learn about our processes and solutions today.

Wealth Solutions

See What Our Clients Have to Say

At Neil & Associates we believe you receive the best service with a team of advisors and support staff that are located right in your community. But don't take it from us, see what our clients are saying.

Testimonials

Group Benefits

We can help you protect your most important asset.

Insurance Solutions

Insurance is the foundation of a complete financial plan.

Wealth Solutions

Financial security planning is about more than saving money.

In a person's lifetime there may be a half a dozen occasions that string together our life’s story. Those are the moments — the “pieces to your financial puzzle” — that we want to help you prepare for.

Solving Your Financial Puzzle

Our Team is here to help.

Financial security takes planning. At Neil & Associates it is our life’s mission to help you prepare for the moments in your life that have a big impact, career changes, buying or selling a business, marriage, having children, sending them off to college, seeing them get married, and becoming grandparents…then there comes a time when we can retire.

Committed to our clients

At Neil & Associates we believe you receive the best service with a team of advisors and support staff that are located right in your community. Click on the left to meet the members of our team!

Chelsea Holler

Licensed Individual Client Operations & Claims Associate

Heidi Dougan

Senior Group Operations Specialist

Kelin Edgerton

Individual Client Operations Specialist

Stephen Figel, QAFP™, BPE

Insurance, Investment and Group Benefit Advisor

Margie Wideman

Insurance Advisor/Individual Client Operations Specialist

Aimee White

Claims Associate

Rob Neil, CLU, FEA

President | Insurance Advisor and Investment Representative

Carrie Sandboe, CHS

Insurance, Investment & Group Benefit Advisor

Steve Good, GBA

Group Benefits and Retirement Manager

Christie Machuk, GBA

CFO / General Manager

Tab Pollock, QAFP™, EPC®

Insurance Advisor & Investment Representative

Ashley Contardi

Marketing Associate

Mildred Mendoza

Employee Group Benefit Operations

Cameron Neil

Insurance & Group Benefit Advisor

Jen Doumont

Employee Group Benefit Operations

Advice from Neil & Associates

News

December 2024 Newsletter

December 13, 2024

Check out our December 2024 Newsletter! Employment Insurance (EI) Update Getting your claim reimbursement during the postal strike Office Holiday …

Financial Planning

Budgeting for the Holiday

December 12, 2024

Holiday seasons are times where you get to share memorable moments with your loved ones. It is also an opportunity ...

News

Fourth Consecutive Rate Cut from Bank of Canada

October 24, 2024

On Wednesday, October 23rd,2024 the Bank of Canada updated its monetary policy by cutting its policy interest rate by another ...