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Naas Neatt Physician Wealth Management

Working together to help you achieve what truly matters to you

  • 1791 Barrington Street, Suite 1700 Halifax, NS B3J 3K9Map

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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 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

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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

Meet The Team

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You have questions, we have answers. Let's have a quick chat.

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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