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

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!

Mildred Mendoza

Employee Group Benefit Operations

Carrie Sandboe, CHS

Insurance, Investment & Group Benefit Advisor

Stephen Figel, QAFP™, BPE

Insurance, Investment and Group Benefit Advisor

Steve Good, GBA

Group Benefits and Retirement Manager

Jen Doumont

Employee Group Benefit Operations

Christie Machuk, GBA

CFO / General Manager

Chelsea Holler

Licensed Individual Client Operations & Claims Associate

Heidi Dougan

Senior Group Operations Specialist

Rob Neil, CLU, FEA

President | Insurance Advisor and Investment Representative

Cameron Neil

Insurance & Group Benefit Advisor

Tab Pollock, QAFP™, EPC®

Insurance Advisor & Investment Representative

Advice from Neil & Associates

Financial Planning

Weekly Market Update as of March 17, 2025

March 19, 2025

Last Week in the Markets: March 10th – 14th, 2025 Sources: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis. What …

News

Monthly Market Update for January 2025

February 4, 2025

Last Month in the Markets: January 2nd – 31st, 2025 (source: Bloomberg https://www.bloomberg.com/markets, MSCI https://www.msci.com/end-of-day-data-search and ARG Inc. analysis) ...

Financial Planning

Rate Cut from the Bank of Canada, but not the Federal Reserve

January 29, 2025

On January 29th, 2025 the Bank of Canada announced ¼ percent (25 basis points), while the Federal Reserve kept interest ...