Meet The Team
Portfolio Manager
Senior Investment Advisor
CFP®
CIWM
M.Sc.
As the founder of the Medicine Hat Wealth Group, Neil has become a prominent wealth manager in Southeastern Alberta.
In addition to advising those nearing or in retirement, Neil assists small business owners with their specialized needs such as transitioning the ownership of their business tax-effectively.
To help clients manage the many aspects of their financial planning, Neil has obtained the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®) designations. Through the CIWM designation, Neil has a deep understanding of the impacts of US tax codes and resulting estate issues.
As a Portfolio Manager, Neil is qualified to offer discretionary portfolio management, freeing you from having to make daily investment decisions, along with many other potential benefits.
Areas of advice offered include investment management, income protection, tax management strategies, education funding, estate planning, business succession, and tax-efficient charitable giving strategies, engaging TD specialists where needed.
Married (Kari) with two daughters (Karli & Reesa), Neil loves to spend his free time golfing, running and travelling to unique interesting spots around the globe with his family and friends.
To discuss how I can help you build a strong and secure financial future for you and your family, please contact me.
Investment Advisor
CFP®
CIM®
Matt brings nearly 20 years of wealth management experience and a passion for helping people achieve their financial goals.
Consulting closely with his clients, Matt provides advice on areas such as investment management, income protection, tax management strategies, education funding, estate planning, business succession, and tax-efficient charitable giving strategies, engaging TD specialists where needed.
Matt is focused on helping clients set realistic expectations, demonstrate positive investor behaviors, and understand how their decisions and discipline can shape the future they want for themselves and their families.
Matt holds a Financial Services and Planning Diploma from Medicine Hat College and attended DeVry University to study Computer Information and Sciences. Matt has also obtained the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Married (Kelsey) with a young daughter (Tessa) and son (Tucker), Matt spends his free time with his family, taking his kids to their activities (including taekwondo, soccer, competitive cheer, skiing, snowboarding, biking, and hiking), and in the gym.
To discuss how I can help you build a strong and secure financial future for you and your family, please contact me.
Senior Portfolio Manager
Portfolio Manager
CFP®
CIM®
With more than 20 years of financial industry experience, Brian is focused on helping clients achieve their goals by developing, implementing, and monitoring their Financial Plan.
In addition to holding a Bachelor of Management (Finance) from the University of Lethbridge, Brian has obtained the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
As a Portfolio Manager, Brian is qualified to offer discretionary portfolio management, freeing you from having to make daily investment decisions along with many other potential benefits.
Areas of advice offered include investment management, income protection, tax management strategies, education funding, estate planning, business succession, and tax-efficient charitable giving strategies, engaging TD specialists where needed.
Brian believes that helping clients manage their investor behaviors and maintaining discipline is the key to growing wealth and achieving their financial goals.
Away from the office, Brian can often be found kayaking, mountain biking, camping and fishing.
To discuss how we can help you build a strong and secure financial future for you and your family, please contact us.
Bachelor of Management (Finance) University of Lethbridge
Investment Advisor
Investment Advisor
Shandie has a passion for people and helping them achieve their goals. A curious advisor, Shandie has a deep interest in understanding her clients' stories and what truly matters most to them. These conversations lead to robust planning for her clients, leaving them feeling confident in their roadmap aimed at helping them achieve their financial goals.
Shandie graduated from the University of Calgary with a Bachelor of Science (with Distinction). With more than 14 years of industry experience, she holds the Certified Financial Planner (CFP®) accreditation.
Areas of advice offered include investment management, income protection, tax management strategies, education funding, estate planning, business succession, and tax-efficient charitable giving strategies, engaging TD specialists where needed.
A proud mother and wife, Shandie lives in Medicine Hat with her husband Dustin, and their two busy children, Peyton and Hunter. Away from the office Shandie loves to run, golf, travel and entertain friends and family.
Client Service Associate
Client Service Associate
Denise has been a member of TD Bank Group for over 15 years. Prior to joining TD Wealth, Denise served as a Financial Advisor at TD Canada Trust where she helped clients attain both investment and credit financial objectives. Denise works tirelessly to deliver an excellent client service experience while supporting the Investment Advisors in helping to achieve their clients' long-term financial goals. In her spare time she enjoys a variety of sports, travelling and chasing after her two girls, Clara and Rayne.
Administrative Associate
Administrative Associate
Administrative Associate
Administrative Associate
Client Service Associate
Client Service Associate
Additional TD Specialists
Executive Trust Officer
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
Estate Planning Advisor
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
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Will and Estate Planner
Will and Estate Planner
The Will and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
