Skip to main content

Andrew Neatt

Portfolio ManagerInvestment Advisor

  • FCSI®
  • CFP®
  • CIM®

Working together to help you achieve what truly matters to you

  • 1601 Lower Water Street 7th Floor Halifax, NS B3J 3P6Map

NN_logo.jpg
your_teamfinaljpg.jpg

Naas Neatt Physician Wealth Management

After investing significant time, energy and money into your education and setting up your practice, you need highly-qualified wealth management advice to help you manage debt, maximize your cash flow, and plan intelligently for the retirement you deserve.


our_promise.finaljpg.jpg


Holistic Physician and Family Wealth Planning

Semi-annually, we invite 5 clients to join us for dinner and provide us with objective feedback on how we are doing, ensuring we continue to meet the very high standards we have set for ourselves on advice and service.  Annually, we hold a client event where we announce a contribution to a charitable cause that has a positive impact on the local health community.

If you would like to discuss our services in more detail with an existing physician client, please contact us and we will be happy to make a connection.

Your Wealth Planning Lifecycle

lifecycle_FINAL.jpg

Your client experience will always be customized to your needs and goals and our smaller adviser to client ratio allows for us to be proactive in ensuring your investment strategy is working for you.

Trustworthy • Transparent • Competent • Adaptable • Community-Minded
Throughout your investment journey you can feel confident that you are working with a team whose core values are aligned with your own.


services_offered.finaljpg.jpg

• Experience in physician wealth planning since 2001
• Tax efficient and cost effective discretionary investment management
• ETF expertise including a factor-based specialization
• Tax loss harvesting
• Globally diversified portfolios
• Financial and Retirement Planning
• Estate Planning
• Insurance Planning
• Private Banking
• Cashflow/Net Worth Planning
• Family Wealth Planning
• Business Succession Planning
• Collaboration with other professionals (accountants, lawyers, etc.)
• Family Discounting on Fees

*Some of these services are provided by TD specialists

Naas Neatt Physician Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Surprise jobs rebound raises hopes of quicker economic recovery

Anthony Okolie recaps the news of the day including the latest COVID-19 updates, followed by a conversation with James Orlando, Senior Economist, TD Bank, about the positive employment data in May, and what that could mean for the economic recovery.

Parents’ guide to the pandemic

It's going to be a long, weird summer. Here are some things you can do to make the best of it.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | Courage

Does your mind rule your emotions, or do your emotions rule your mind? 

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from my services?