Andrew Neatt
Senior Investment Advisor
Senior Portfolio Manager
CFP®
CIM®
Working together to help you achieve what truly matters to you
Phone
Office Location
With over 30 years of experience, Andrew has been delivering investment advice to physicians and their families since 1994. He leverages his unique factor-based investment approach and is frequently quoted in leading financial publications for his insights on portfolio strategy and market trends.
As a specialist in Portfolio Management and Strategy, Andrew helps clients navigate complex markets with clarity and confidence. He also provides quarterly market insights and economic updates tailored to the needs of physicians across all stages of their careers.
Outside of work, Andrew enjoys spending time with his family at their vineyard, where he stays grounded and connected to the community. He is actively involved in local initiatives and values the importance of giving back and fostering meaningful relationships within his community.
Certificates
CFP®
CIM®
Services Offered
Since 2001, our team has helped physicians build, protect, and transition wealth with clarity and confidence. Our integrated service model brings together investment expertise, tax planning, and multi-generational wealth strategies, all tailored to the unique financial path of medical professionals.
We provide:
- Tax-efficient, cost-effective discretionary portfolio management
- ETF specialization, including factor-based strategies and tax-loss harvesting
- Globally diversified investment solutions
- Comprehensive financial and retirement planning
- Estate and insurance planning to protect your family and legacy
- Private Banking access for streamlined personal and corporate banking*
- Cashflow, net worth, and family wealth planning
- Business succession guidance for incorporated physicians*
- Seamless coordination with accountants, lawyers, and other advisors
- Family fee discounts to help maximize long-term efficiency
*Select services are delivered with support from TD Specialists.