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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.
Holistic Physician and Family Wealth Planning
Semi-annually, we invite 5 clients to dinner to provides 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
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.
• 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.
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.
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.
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 SaintMary'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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
REQUEST AN APPOINTMENT
You have questions, we have answers. Let's have a quick chat.
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.
Michael Josey
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.
Suzanne Coggins
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
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