Andrew Neatt, CFP, CIM, FCSI
Portfolio Manager & Investment Advisor, TD Wealth
Andrew has been servicing high net worth clients since 1994. Prior to joining TD Wealth Private Investment Advice he worked 18 years at MD Financial Management helping physicians and their families.
Andrew graduated from Saint Mary's University with a Bachelor of Commerce and a Bachelor of Arts and also holds the Certified Financial Planner(CFP), Chartered Investment Manager(CIM), and Fellow of the Canadian Securities Institute (FCSI) designations. Andrew is married to his wife Heather and they have three boys. As a family they enjoy spending their time active in a variety of sports and managing a commercial vineyard.
Prior to joining TD Wealth Private Investment advice, John worked with MD Financial as a Portfolio Manager in the Signature Private Wealth division serving physicians with $3 Million plus in investable assets. He has over 17 years of industry experience with a number of Canadian financial institutions serving high net worth clients.
John graduated from Saint Mary's Univeristy with a bachelor of Commerce and holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP ®) and Fellow of the Canandian Securities Institute (FCSI ®) designations.
John is married to Sara and they have 2 children, Brooke and Jack. John's enjoys road biking, tennis, skiing, and spending time at the family cottage in Tatamagouche, NS.
Sheumas has been dedicated to TD Wealth since 2008 and has over 13 years' experience in the securities industry. He has a Bachelor of Commerce degree majoring in Finance from Saint
Mary's University and has also obtained his Financial Management Advisor designation from the Canadian Securities Institute. His next goal professionally is to obtain his Certified Financial Planning designation.
After spending a few years out west, he jumped when the opportunity presented itself to move back to Nova Scotia with his wife, Emily, to raise their 3 young children in their home province. Before having children when he had spare time, he enjoyed playing & coaching soccer and attending live music shows.