About Neil and Associates Inc.

Rob Neil

Financial Security Advisor
President of Neil and Associates

Rob has provided employee benefits, insurance, financial and estate planning services to families, business owners and professionals since 1984. He is a member of the Million Dollar Round Table, an industry group that recognizes excellence in the financial planning sector. As well, Rob has achieved his designation as a Chartered Life Underwriter (CLU). He is active in the community. Rob is married to Cecile and has 3 children.

 

Industry Involvement

  • Member of the President’s Council
  • Chamber of Commerce member
  • Former member of the Agents Advisory Council with Great-West Life
  • Member of Million Dollar Round Table and multiple qualifier for Court of the Table
  • Member of CALU (Conference & Advanced Life Underwriting)
  • President of Advocis, The Financial Advisors Association of Canada

Community Involvement

  • Director of the Grande Prairie District Chamber of Commerce
  • Past Chairman of the Queen Elizabeth II Hospital Foundation
  • Former provincial board member of Alberta Drug & Alcohol Commission (ADAC)
  • Member & Speaker of the Canadian Association of Gift Planners
  • Member & past president of the Swan City Rotary Club
  • Former member of Child & Adolescent Students Association in Edmonton

Rob has been acknowledged in the insurance industry by receiving awards such as overall sales leader, excellence in life insurance sales, and recognition of outstanding group benefit sales, Rob has been a consistent top financial advisor and is among the leading producers within the insurance industry for over the last 15 years.

 

Carrie Sandboe

Marketing Sales Associate

Carrie Sandboe is the Marketing Sales Associate of Neil & Associates and specializes in the public relations and marketing aspects of the business, as well assuming the role of office manager. Carrie joined Neil & Associates in 2000 and has an in depth knowledge of both the group and individual insurance business.

Carrie’s attention to detail and extensive knowledge of the clientele and policies allow her to provide high quality customer service and assistance in many areas of our business.

Carrie’s commitment and determination is a valuable resource in our office.

 

Ronda Ruddell

Group Service Representative

Ronda joined Neil & Associates in October of 2008. She is the key contact for our group insurance clients and is responsible for administering and servicing their employee benefit plans. Ronda’s main tasks include policy renewals, assisting employers and employees with claims and information changes, as well as helping to ensure our clients benefit plans meet their employee’s needs and desires while remaining competitive and cost efficient. Ronda also handles all the administration for the group RRSP plans.

Ronda has worked in the insurance industry for over 22 years. Her experience within the investment and benefits industry allows her to provide innovative suggestions and knowledge in many areas of our business.

 

Marilyn Caines

Individual Service Representative

As the Individual Service Representative Marilyn is responsible for the service and administration of all client accounts. Her main tasks include processing the client requests and inquires within the office. Her services range from policy renewals, tracking new business, investment contributions and account updates.

Marilyn is determined to provide excellent customer service to our current and prospective clientele.

Marilyn’s outgoing personality and enthusiasm are greatly valued.

 

 

Client service

I know that personal service is key to helping you find the right solution for your financial security needs. If you have questions about your financial security plan or specific financial products, contact me and we can set up a time to meet. We can discuss my services, review your specific needs and address any questions you may have. Contact me today.