Neil is a Certified Financial Planner, has the Certified Investment Manager Designation and is a fellow of the Canadian Securities Institute. He is also a licensed Portfolio Manager with a focus on creating customized portfolios for high net worth clients. Neil has consistently been recognized as one of the top performing Wealth Advisors at ScotiaMcLeod as evidenced by his 12 year participation in ScotiaMcLeod’s President’s Council. In addition to that, he has received the highest referral rates from existing clients.
Neil has been with ScotiaMcLeod since 1996. He lives in York Region with his wife Lisa and two daughters. He has a real passion for his career, enjoys golfing, travelling, and spending time at his cottage. Neil believes in giving back and is on several committees at Southlake Regional Health Centre Foundation. He was also a member of the ScotiaMcLeod Advisory Board for 7 years and chaired the Board for 3 years.