Neall Alden

Job title: Advisor, B.Ed

Area(s) served: Alberta, British Columbia & Ontario

We help transform our Clients' financial success into a significant lasting legacy

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Who we service

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Business owners general

Helping business owners take control of their finances one step at a time.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

Let's work together

I help people make informed decisions so they can live happy, healthy and financially secure lives. I have helped countless families and business owners reach their investment goals while protecting themselves and their businesses.


When it comes to insurance, my goal is to help you fill in the blanks now, so you can protect your family, your business and your legacy. With the right coverage and strategy, you can protect yourself, your loved ones, and your assets no matter what point you are at in life. Personally, I didn’t get insurance until later in my life. Even when I took out a mortgage years before getting my own personal life insurance, I didn’t understand what mortgage insurance was. For most of my life, I was uninformed. My goal is to help others avoid the mistakes I made and get affordable and appropriate coverage for Clients


When it comes to investing, I am not a "sexy" investor. I see my role as helping people out perform the goals we set out in our financial strategy. The only metric that matters is the finish line. Strategic decisions made now are important to create the future you want to live and in time, preserve the legacy you worked so hard to build.


As a former teacher, I focus on education so my Clients understand why I make the recommendations that I do. As a collaborator, I want to work with you to realize your goals and build a long-lasting relationship.

Products and services

Our team is here to help you with your health and wealth needs. Browse through our offerings to learn more about how we can assist you. When we meet, we’ll discuss what might be right for your unique situation. Reach out to us if you have any questions or are ready to get started.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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