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
Exceptional Communication: We offer a high level of responsiveness and clarity.
Strategic Excellence: We utilize top-tier insurance strategies and diversified investment strategies tailored specifically to your unique needs.
Client-Centered Care: We ensure every interaction leaves you feeling genuinely listened to, respected and cared for.
Who we service
Learn more
Business owners general
Families
Pre-retirees and retirees
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
Business owners
Life insurance products
Saving, budgeting and investing
Stay informed
See more articles
Have you considered:
-Capital gains implications?
-Mortgage protection during transition?
-Investment of home equity?
-Lifestyle considerations?
Professional advice ensures housing decisions align with your overall retirement goals. Let's discuss the financial aspects of downsizing.
#RetirementPlanning #Retirement
Let's work together to create a financial roadmap that supports both your business ambitions and personal dreams.
Get started here > https://advisor.sunlife.ca/neall.alden
Travaillons ensemble pour créer un parcours financier qui cadre avec vos ambitions professionnelles et vos rêves personnels.
Ça commence ici > https://advisor.sunlife.ca/neall.alden