Financial security takes planning. Meet the team that can help you prepare for the moments in your life that have a big impact. 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.
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. If you ask a group of accountants or a group of financial advisors you will get some who say TFSA's.
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. If you ask a group of accountants or a group of financial advisors you will get some who say TFSA's.
Services
Group Benefits
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We will conduct a comprehensive audit of your current plan, while offering advice on ways to add value to your benefits. We understand that navigating Group Benefits can be confusing, and that most companies do not have a dedicated Employee Benefits team on staff.
With many years in the benefits industry, and dedicated to simplifying your job, we will conduct a comprehensive audit of your current plan, while offering advice on ways to add value to your benefits.
With many years in the benefits industry, and dedicated to simplifying your job, we will conduct a comprehensive audit of your current plan, while offering advice on ways to add value to your benefits.
Insurance Solutions
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No one plans to get sick, but when something unexpected happens you can help yourself and your family by being financially prepared. Disability insurance is the best way to protect your income, your lifestyle and your family if an accident or illness stops you from working. Whether you want to cover debt, estate taxes, or protect your business, life insurance products are flexible enough to meet a variety of needs.
Critical Illness
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No one plans to get sick, but when something unexpected happens you can help yourself and your family by being financially prepared. It's more common than you think. A serious, life-altering illness affects one in three Canadians in their lifetime. Critical Illness insurance is designed to help ease the financial impact of a life-threatening illness.
Disability
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Disability insurance is the best way to protect your income, your lifestyle and your family if an accident or illness stops you from working. Accidents and illness are facts of life. They can happen to anyone at any time. Your income helps you maintain current financial obligations (i.e., mortgage payment, monthly bills, and grocery purchases) and your financial plan (i.e., children's education planning and your retirement goals).
Life Insurance
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Life insurance helps to create security for you and your family. Whether you want to cover debt, estate taxes, protect your business or maintain your family's life style after you die, life insurance products are flexible enough to meet a variety of needs. Permanent life insurance unlike term does not expire.
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