Neil Mardian
Portfolio Manager
Senior Investment Advisor
CFP®
CIWM
M.Sc.
Our discovery and wealth management approach is driven by what matters most to you
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As the founder of the Medicine Hat Wealth Group, Neil has become a prominent wealth manager in Southeastern Alberta.
In addition to advising those nearing or in retirement, Neil assists small business owners with their specialized needs such as transitioning the ownership of their business tax-effectively.
To help clients manage the many aspects of their financial planning, Neil has obtained the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Certified International Wealth Manager (CIWM) and Fellow of Canadian Securities Institute (FCSI®) designations. Through the CIWM designation, Neil has a deep understanding of the impacts of US tax codes and resulting estate issues.
As a Portfolio Manager, Neil is qualified to offer discretionary portfolio management, freeing you from having to make daily investment decisions, along with many other potential benefits.
Areas of advice offered include investment management, income protection, tax management strategies, education funding, estate planning, business succession, and tax-efficient charitable giving strategies, engaging TD specialists where needed.
Married (Kari) with two daughters (Karli & Reesa), Neil loves to spend his free time golfing, running and travelling to unique interesting spots around the globe with his family and friends.
To discuss how I can help you build a strong and secure financial future for you and your family, please contact me.
Phone
Fax
(403) 528-6374
Certificates
CFP®
CIWM
M.Sc.
Medicine Hat Wealth Group
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