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!

Advice from Neil & Associates

News

Rate Cut from the Bank of Canada

On Wednesday, June 5th,2024 the Bank of Canada (BoC) released its latest monetary policy.  The headlines usually focus on the …

News

6 Money ‘Rules’ You Should Follow

Financial experts reveal the advice that they personally make sure to track their spend in their own lives.  There are ...
News

Falling Bank of Canada Rates: The Basics

Headlines The Bank of Canada influences interest rates for consumers and businesses.  The Bank sets the rate that financial institutions ...