Insurance, Group Benefits, and Wealth Solutions


In June 2021, I was diagnosed with advanced stage breast cancer at the age of 38.

Four years prior, I had left my job and became self employed.

Even though Critical Illness was something I had always recommended for my own clients, I didn’t have any health concerns for myself. So it wasn’t until September 2019, when I contacted Carrie to get my own CI plan in place.

I am so thankful that Carrie made sure I had a good CI plan. With all the current stresses of daily life and medical treatment, I’m grateful that I don’t have financial stress on top of it and instead, can focus on my family and my health.

I have always appreciated the business sense of a CI plan. However, now I truly appreciate the importance of protecting yourself and your family with a Critical Illness plan.

Carmen (Accountant)

To whom it may concern,

I am writing this letter to attest to the quality of service provided by Neil & Associates Inc. Knelsen has used Neil & Associates as a broker for our benefit plan for over 10 years. We are a large company with unique employee needs and Neil & Associates has always provided creative solutions to ensure these needs are met. They offer great service and competitive rates.

Neil & Associates have excellent staff that are always friendly and helpful. They are quick to provide support with processing enrolments, claim paperwork, and anything else we may require assistance with.

Neil & associates has provided outstanding service to Knelsen. We would highly recommend them to any other company.

Darlene Wiebe

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

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

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.

Samantha Way, CPA, CA