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John Naas

Portfolio ManagerInvestment Advisor

  • FCSI®
  • CFA®
  • CFP®

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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.


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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

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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.


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• 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

LANGUAGES

English

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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.

Oil and gold: risks and rewards

Kim Parlee speaks with Bart Melek, Global Head of Commodity Strategy, TD Securities, about the recent moves in the price of gold and oil and examines the factors investors should be watching for that could drive the price of those commodities higher.

What options do snowbirds have this winter?

Canadians who used to fly south regularly may be facing a severely altered vacation landscape this year. Chris Gandhu, a High Net Worth Planner with TD Wealth, speaks to Kim Parlee about what options Snowbirds have for their properties this winter. 

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

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.  

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