Kathryn McNeil

Kathryn McNeil

Associate Portfolio Manager

Senior Investment Advisor

CIM®

B Comm.

CFP®

Wealth management that evolves as your needs, priorities and circumstances change over time

Phone

Office

(403) 299-3421

Office Location

Suite 900 421 7th Ave SW Calgary, AB T2P 4K9. map

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A financial professional for over 15 years, Kathryn joined TD Wealth in October 2010 bringing her passion for holistic wealth management and helping clients achieve a successful financial future.

Kathryn knew from an early age she wanted to be an advisor, following in her father's footsteps. Kathryn's knowledge, experience and commitment have developed deep long-lasting relationships with her valued clients.

Kathryn and her team strive to help individuals and their families focus on living and enjoy what matters most to them. Through a disciplined portfolio management process and prudent planning, Kathryn works closely to identify clients' unique goals and values, while keeping abreast with the ever-changing market environment.

Kathryn believes her clients should have options, so they can navigate the good, the bad, and the unexpected that life brings and be confident in the financial decisions they make and build a legacy they can be proud of.

Kathryn holds a Bachelor of Commerce degree (B.Comm.) in Finance from the University of Alberta and studied abroad in Economics at the University of Edinburgh, Scotland and the Philipps University of Marburg, Germany on international exchanges. Kathryn holds the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations. She also holds the Certificate in Retirement Strategy issued by the Canadian Securities Institute.

Kathryn enjoys hiking in the Rocky Mountains with her family and travelling off the beaten path. She has volunteered with the Special Olympics and Calgary Drop-In Centre.

 

Certificates

CIM®

B Comm.

CFP®

Legacy Wealth Advisory Group

Team
Legacy Wealth Advisory Group is part of TD Wealth Private Investment Advice and is led by two highly qualified, dedicated, and experienced Investment Advisors (IAs), Eugene Wong and Kathryn McNeil. Our team works to deliver personalized wealth management services and dedicate ourselves to building strong, long lasting relationships with our clients. We also often engage TD Specialists who can provide expertise in Estate Planning and High Net Worth Planning. Together we work to deliver a legendary experience.