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.
Medicine Hat Wealth Group
The Latest at TD Asset Management
To tailor to a client's evolving needs, we have access to the expertise at TD Asset Management. This strategic relationship allows us to deliver legendary client experiences, comprehensive solutions, and timely advice when clients need it most. TD Asset Management Inc. (TDAM) is a leading asset manager in Canada with an expanding global presence.
At TD Asset Management Inc. (TDAM), we understand the importance of tax planning to investors. There are many tax-efficient investment vehicles available to Canadians to help maximize after-tax income and grow their investment portfolios. Read more here.
Many investors let their emotions guide their investment decisions, which may lead them to buy or sell at inopportune times. Emotionally-driven decisions can have a significant impact on your portfolio. Read more here.
Geopolitical conflict, rising interest rates and record inflation heightened recessionary risks for many economies as financial conditions became increasingly constrained. Read the year in review.