Neal Anderson

Senior Wealth Advisor & Portfolio Manager


Neal has been helping clients achieve their investment goals for over 20 years.  He holds the Chartered Financial Analyst Designation (CFA), recognized as the highest standard of education in the investment industry; is a Certified Financial Planner (CFP); and has a Bachelor of Business degree from Simon Fraser University.

As head of the Neal Anderson Wealth Management Group, Neal's principal role is to provide clients with tax efficient investment solutions that build wealth, preserve capital, enhance income, and effectively transfer wealth to the next generation.