Your client experience will always be customized to your needs and goals and our smaller advisor 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.
Branch Office: (902) 420-3211
Branch Fax: (902) 420-8141