Neil’s role on the Portage Wealth team is to grow our existing relationships with our strategic business partners, such as lawyers/accountants, and specifically those who specialize in cross-border work. He is also responsible for planning and executing key client engagement events and overseeing the team's marketing initiatives.
Neil is a graduate from Western University, where he specialized in Finance, and he began his career in the financial services industry in 2012. Neil holds the Certified Financial Planner designation and is a licensed registered representative in Canada.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.