Education:
B.Sc (Honours), University of Manitoba
Professional Financial Planning Course, Canadian Securities Institute
Partners, Directors and Senior Officers Course, Canadian Securities Institute
Specialties:
Wealth Management
Investment Management Consulting
Personal Holding Companies
Small Business Succession Planning
Neal has over 17 years of experience in the financial services industry, and offers his clients a unique process to help them manage both their time and finances. His comprehensive review of all aspects of their financial affairs, and not just their investment portfolio, allows his clients to focus their financial resources on achieving their most important goals.
Although Neal handles a variety of clients from many different walks of life, his expertise is with clients that have more complex financial needs, in particular
Business owners
Professional practice corporations
Executives and managers in the public or private sector
Neal appreciates his clients hectic schedules and says "my clients come from a variety of industries and backgrounds but they all share one common trait: they are bright, busy people who have used hard work, initiave, and ingenuity to accumulate their current net worth and now are ready to take the next step to better manage and arrange their financial affairs". His process is designed to free up your valuable time, help you manage your risk, and reduce your taxes.
BUSINESS OWNERS AND PROFESSIONAL PRACTICES
By working with your accountant and legal counsel to develop comprehensive financial strategies, he can streamline the complex issues which consume most of a business owner's time and energy. Neal comments "Our clients tell us the big difference in our service is the constant communication they get from us. We are proactive in educating them on various options and solutions to their problems. " If your current financial institution is not giving you the time and effort you think you deserve, and if they are not proactive in providing you with solutions,please contact Neal and allow him the opportunity to see if he can be of service.
For more information on Business Owner and Professional Practice solutions check out our case studies section under My Solutions
EXECUTIVES AND MANAGERS
Neal becomes the client's financial quarterback, drawing up a priority list of what needs to be done to meet the client's goals. "We update the client regularly using detailed reports and regular reviews.We give you the info you need: How much have I put in? What is it worth now? What is my rate of return? Are we on track? What are your greatest challenges and how do we solve them? "
Whether its exercising your company stock options, using tax shelters, managing your DC pension plan or DPSP, or leaving your existing employer to become self-employed, Neal will provide concise guidance every step along the way.
For more information on Exectuive and Manager solutions check out our case studies section under My Solutions
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2All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.
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