Insurance, Group Benefits, and Wealth Solutions

Our Team Of Trusted Advisors

Financial security takes planning. Meet the team that can help you prepare for the moments in your life that have a big impact.

Meet the Team

Financial Planning & Investments

Financial security planning is about more than saving money. Learn about our processes and solutions today.

Wealth Solutions

See What Our Clients Have to Say

At Neil & Associates we believe you receive the best service with a team of advisors and support staff that are located right in your community. But don't take it from us, see what our clients are saying.

Testimonials

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Group Benefits

We can help you protect your most important asset.

Insurance Solutions

Insurance is the foundation of a complete financial plan.

Wealth Solutions

Financial security planning is about more than saving money.

In a person's lifetime there may be a half a dozen occasions that string together our life’s story. Those are the moments — the “pieces to your financial puzzle” — that we want to help you prepare for.

Solving Your Financial Puzzle

Our Team is here to help.

Financial security takes planning. At Neil & Associates it is our life’s mission to help you prepare for the moments in your life that have a big impact, career changes, buying or selling a business, marriage, having children, sending them off to college, seeing them get married, and becoming grandparents…then there comes a time when we can retire.

Committed to our clients

At Neil & Associates we believe you receive the best service with a team of advisors and support staff that are located right in your community. Click on the left to meet the members of our team!

Carrie Sandboe, CHS

Insurance, Investment & Group Benefit Advisor

Mildred Mendoza

Employee Group Benefit Operations

Tab Pollock, QAFP™, EPC®

Insurance Advisor & Investment Representative

Cameron Neil

Insurance & Group Benefit Advisor

Rob Neil, CLU, FEA

President | Insurance Advisor and Investment Representative

Steve Good, GBA

Group Benefits and Retirement Manager

Christie Machuk, GBA

CFO / General Manager

Heidi Dougan

Senior Group Operations Specialist

Chelsea Holler

Licensed Advisor Assistant & Claims Associate

Aimee White

Claims Associate

Stephen Figel, QAFP™, BPE

Insurance and Group Benefit Advisor

Margie Wideman

Insurance Advisor/Individual Client Operations Specialist

Ashley Contardi

Marketing Associate

Jen Doumont

Employee Group Benefit Operations

Sarah Tilson

Individual Client Operations Specialist

Advice from Neil & Associates

News

Updated CRA Filing and Disclosure Rules for Bare Trusts

April 3, 2024

***CRA Update – March 28, 2024*** In recognition that the new reporting requirements for bare trusts have had an unintended …

Financial Planning

Monthly Market Update – March 2024

April 3, 2024

Last Month in the Markets: March 1st – 29th, 2024 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) What ...

News

Taxes Preparedness 101

March 11, 2024

This article list of deadlines and tips will help you prepare your tax returns and payments to Canada Revenue Agency ...