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!

Aimee White

Claims Associate

Carrie Sandboe, CHS

Insurance, Investment & Group Benefit Advisor

Rob Neil, CLU, FEA

President | Insurance Advisor and Investment Representative

Ashley Contardi

Marketing Associate

Tab Pollock, QAFP™, EPC®

Insurance Advisor & Investment Representative

Margie Wideman

Insurance Advisor/Individual Client Operations Specialist

Mildred Mendoza

Employee Group Benefit Operations

Christie Machuk, GBA

CFO / General Manager

Chelsea Holler

Licensed Individual Client Operations & Claims Associate

Kelin Edgerton

Individual Client Operations Specialist

Steve Good, GBA

Group Benefits and Retirement Manager

Heidi Dougan

Senior Group Operations Specialist

Stephen Figel, QAFP™, BPE

Insurance, Investment and Group Benefit Advisor

Jen Doumont

Employee Group Benefit Operations

Cameron Neil

Insurance & Group Benefit Advisor

Advice from Neil & Associates

News

Third Consecutive Rate Cut from Bank of Canada

September 4, 2024

On Wednesday, September 4th 2024, the Bank of Canada updated its monetary policy by cutting its policy interest rate by …

News

Rate of Return in Retirement – Timing is Everything

August 8, 2024

The primary purpose of retirement savings is to generate income. The rate of return earned, and the sequence of these ...

News

Another Rate Cut from the Bank of Canada

July 29, 2024

On Wednesday, July 24th, the Bank of Canada (BoC) released its latest Monetary Policy Report and announced a rate cut. ...