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
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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!

Advice from Neil & Associates

News

Fourth Consecutive Rate Cut from Bank of Canada

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

News

Third Consecutive Rate Cut from Bank of Canada

On Wednesday, September 4th 2024, the Bank of Canada updated its monetary policy by cutting its policy interest rate by ...
News

Rate of Return in Retirement – Timing is Everything

The primary purpose of retirement savings is to generate income.  The rate of return earned, and the sequence of these ...