Louis brings more than 17 years of experience in estate planning, trusts, and estate administration. He works with individuals, families, and business owners to develop tax-efficient wealth transfer strategies that help preserve wealth and support effective estate and legacy planning. Louis serves as TD Wealth's Tax and Estate Planner for Atlantic Canada and combines legal, tax, and practical business expertise to help clients achieve their long-term goals.
Andrew Neatt, CFP®, CIM® | Senior Portfolio Manager, Senior Investment Advisor
With over 30 years of experience, Andrew has been delivering investment advice to physicians and their families since 1994. He leverages his unique factor-based investment approach and is frequently quoted in leading financial publications for his insights on portfolio strategy and market trends.
As a specialist in Portfolio Management and Strategy, Andrew helps clients navigate complex markets with clarity and confidence. He also provides quarterly market insights and economic updates tailored to the needs of physicians across all stages of their careers.
Outside of work, Andrew enjoys spending time with his family at their vineyard, where he stays grounded and connected to the community. He is actively involved in local initiatives and values the importance of giving back and fostering meaningful relationships within his community.
John Naas, CFA, CFP®, FCSI® | Senior Portfolio Manager, Senior Investment Advisor
With over 20 years of experience in financial advisory, John holds the Certified Financial Planner (CFP®) designation and is a Chartered Financial Analyst (CFA®) charterholder. He specializes in Financial Planning and Tax Optimization, helping clients design and maintain comprehensive financial roadmaps that align with their personal and professional goals.
John provides ongoing guidance to physicians and their families, reviewing both personal and corporate tax strategies annually to help ensure long-term financial efficiency and growth. His approach combines technical expertise with a deep understanding of the financial complexities unique to medical professionals.
Outside of work, John enjoys giving back to the community. He is currently volunteering with the Community Foundation of Nova Scotia, where he serves as a member of the Board of Directors and Chair of the Investment Committee. He also stays active through tennis and spends quality time with his children. His commitment to balance, community, and lifelong learning mirrors the values he brings to every client relationship.
Mitchell Godkin | Administrative Associate
Mitch began his career with banking in 2017, advancing through roles from entry-level to management. This experience has allowed him to build strong relationships within the Halifax community and develop a deep understanding of client service.
Since joining Naas Neatt Physician Wealth Management, Mitch has contributed to enhancing our operational processes, ensuring both compliance and cash flow are aligned with each client’s needs.
Outside of work, Mitch is a proud member of Oakfield Golf Club, where he has served on the board in support of club operations. In his free time, he enjoys playing tennis and spending time with his family. He values meaningful connections and has a genuine interest in supporting others.
Nhan Nguyen | Client Service Associate
Nhan joined Naas Neatt Physician Wealth Management in 2024 and supports the team across administration, marketing, and client communication. He focuses on creating a smooth, thoughtful experience for every client.
Outside of work, Nhan enjoys spending time with his wife, Anh, and their cat, Atom, and keeping up with his early-morning workouts in Halifax. He values learning people’s names and hearing their stories, believing that everyone brings a unique perspective worth understanding.
Meet the Additional Specialists We Work with
Your financial needs often extend beyond investing. That’s why we collaborate with experienced TD specialists across a range of disciplines, including estate planning, tax, insurance, and wealth planning. Meet the specialists we work with to help deliver coordinated, comprehensive advice tailored to your unique financial goals.
Michael Josey, B.Comm., CFP®, CIM®
Senior Estate Planning Advisor with TD Wealth Insurance Services.
Mike brings more than 30 years of experience in estate, insurance, and wealth planning. He works with advisors and clients to develop strategies that help preserve wealth, manage risk, and support effective estate and legacy planning. Michael joined TD Wealth in 2010 and holds the CFP® and CIM® designations.
Louis J. Matorin, B.Comm., B.Sc., LL.B.
Tax and Estate Planner
