Neil is a Certified Financial Planner with Freedom 55 Financial, a division of The Canada Life Assurance Company and an Investment Representative with Quadrus Investment Services Ltd. He has over 23 years experience in the financial services industry.
His goal is for each of his clients to have a financial plan. It is the road map or the GPS to reach their goals for the individual and the family.
That plan may only focus on one aspect of financial planning like risk management or investment strategy or it may be a comprehensive plan covering several strategies to help clients meet their financial goals in the various stages of life: