Solving Your Financial Puzzle

780-539-5943

What Our Clients Say

 

Our company has had the privilege of working with Neil & Associates for over 15 years and they have taken nothing but exceptional care of us in that time. They provide our 55 employees with access to a group insurance plan that meets all of our needs. It is a plan that Tab and Steve personally review with us regularly to make sure we are continuing to get the best coverage for the best price. Because they take the time to get to know us, they also suggest value added services they know will benefit our Company, such as the addition of an Employee and Family Assistance Program. 

Since they are locally owned, their service is unparalleled. We can simply call, email or stop by their office and we are always met with prompt, friendly service for any and all of our questions and assistance with our paperwork. They also take the time to visit our office, following up on our group plan as well as assisting our individual staff members with their own financial planning. 

I highly recommend Neil & Associates. This team will help you take care of all your financial planning, investment and insurance needs. 

Sincerely,

Samantha Way, CPA, CA

Controller

Hi-Tech Business Systems Ltd.

 


 

I am pleased to provide this letter of reference for Neil & Associates.

Rob and his staff have been providing excellent support and service for our company since 1989.  His office responds quickly and efficiently to any questions we may have regarding our business dealings and more importantly, our employee benefit plan.  They are a pleasure to deal with.

Providing us with honest no hassle service is what makes me comfortable recommending him for any position of trust.

Charles Longmate
Windsor Ford
Grande Prairie

 


 

I wish to express my deepest appreciation for the kindness and consideration that the staff at Neil & Associates has shown me over the past two years since the passing of my husband, Kirk.  Years ago, Rob invited us into his office to sit down and discuss insurance options for our young family.  He advised that we take out life insurance on ourselves, as well as disability insurance for Kirk considering his line of work relied upon his physical well-being.  Rob was very accommodating when it came to setting up our policies.  He visited our home on a couple of occasions to work around our busy schedules and brought out a nurse to conduct our medicals.  We took out modest plans and paid into them each year.

As time went on, Rob advised that we might want to consider increasing the amount of coverage we had.  Premiums were reasonable when you considered the payout available should you ever need to make a claim.  We took his advice and increased our insurance coverage.  Sadly, Kirk was killed in a snowmobiling accident in 2012, leaving me to raise our three young children on my own.  Fortunately our life insurance policy kicked in right away and I was paid out in full.  Grieving the loss of a loved one causes an immeasurable amount of pain and stress.  Grief compounded with financial worries would be unimaginable, and I am truly thankful I didn't have to deal with that.  Rob and his staff at Neil & Associates were very helpful and professional when dealing with my needs.  They took care of every request in a very timely manner and always made me feel like they truly cared.

Years ago, we also took out a group benefit plan for our business through Rob, which has been greatly appreciated by our employees.  The group plan also paid out a death benefit to me with Kirk's passing.

 After some time had passed, Rob advised me on a few sound investments to help my life insurance money work for itself.  I am very pleased with the returns that these investments have afforded me.

Thank-you for all of your help.  I look forward to working with Neil & Associates in the future.

Marla Nelson
Sundown Oilfield Services
Grande Prairie

 




I could not recommend anyone better to deal with than Carrie Sandboe of Neil &
Associates.
 
Carrie’s services for CDN include Key Man/Partnership Insurance, Group Benefits for our
employees, as well as a Group Retirement Savings plans.

 

Since we started working with Carrie we have had substantial growth, from 40 to 300+
employees and contractors. Through the rapid growth and change Carrie’s exceptional
knowledge and hard work has helped CDN develop and adapt it’s group benefits plan to
our ever-changing demands. As a broker Carrie has been able to offer multiple plan
options from different carriers and provided the best price for the most comprehensive
plan.

 

Anytime our office or employees have questions or require assistance with the plan
Carrie and her specialized group administration team have responded immediately.

 

Sincerely,
Dean Fraser
President
CDN Controls Ltd.