Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Vice President, Portfolio Manager
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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.

Senior Investment Associate
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Ruby has over 15 years of experience in the financial industry.  Over that time, she has built a strong knowledge base and developed an exceptional record of client service. 

Dedicated to excellence in client service, Ruby assists in monitoring client portfolios and serves as a key point of contact for our clients' enquiries and ensures that our clients' needs are met efficiently.  As a Licensed Associate, she also assists with the implementation of client portfolios, trade execution and retirement planning solutions.

Associate
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Leon has 30 years of experience in the financial services industry.

Leon handles the team's client service responsibilities, including preparing and maintaining client account documentation and assisting with the day to day operational functions of the team.

Contact us

Get contact information for our team members and find out where our offices are.