Skip to main content

Neil Mardian

Portfolio ManagerSenior Investment Advisor

  • CFP®
  • CIWM
  • M.Sc.

Our discovery and wealth management approach is driven by what matters most to you

Group - click.jpg 

We feel that Neil Mardian (Portfolio Manager, Senior Investment Advisor) is one of Medicine Hat’s most esteemed wealth managers and the leader of the Medicine Hat Wealth Group, which advises people who are in or nearing retirement and small business owners with specialized needs such as transitioning the ownership of their business tax-effectively. The group has extensive experience counselling clients on portfolio construction, appropriate investor behaviour, retirement issues, education planning, as well as strategies related to estate and legacy planning, asset protection and tax planning.

Neil helps people manage the many aspects of their wealth and financial planning. He holds the following designations: Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®)). To earn the CIWM designation, Neil gained a deep understanding of the US tax codes and US estate issues. As a Portfolio Manager, Neil is qualified to perform discretionary portfolio management, which frees you from having to make daily investment decisions and brings many other benefits – this service is ideal for Snowbirds.

Please feel free to get in touch with me for a discussion around “your” personal wealth management plan and see how I can help you build a strong and secure financial future for you and your family.

Medicine Hat Wealth Group is 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

Fax: (403) 528-6374
Branch Office: (403) 504-2780
Branch Fax: (403) 528-6374

SOCIAL LINKS

LinkedIn

Getting to know the full picture

The distinct discovery process we use will take you through some behaviour questions and how you really make decisions. And when it's all done, a diagnostic using behavioural finance will take all that information, how we can work best with you and what the next steps are in creating your wealth strategy - prioritized by what matters to you. A wealth strategy which manages the important things like your retirement, your kid's education, your family cottage - not just your money.

Your personal wealth strategy diagram.JPG

Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.

let_s talk about your future_v2.JPG

MoneyTalk presents: Wealth Psychology

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I 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.

Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now

Money Talk Life

Life: your family, money, job, home -- we help you connect the dots.

Planning a winning RRIF strategy

If you're gearing up to retire in the next few years, you might start thinking about your various income sources. Converting your Registered Retirement Savings Plan (RRSP) to a Registered Retirement Income Fund (RRIF) is just one part of the retirement planning puzzle. Georgia Swan, Tax and Estate Planner with TD Wealth, speaks with Greg Bonnell about what to consider when drawing down your RRIF.

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.

Do you know someone who would benefit from my services?