Estate Planning Advisor, Raymond James Ltd.
Neil Friesen joined Raymond James Financial Planning Ltd., as an Estate Planning Advisor in April 2013. Since 1991, Neil has advised clients on a broad range of insurance, retirement and estate planning strategies for individuals and corporations.
Approaches to Financial Planning
Neil understands that serving clients’ insurance and estate planning needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As an Estate Planning Advisor for Raymond James in Alberta, Neil puts his clients – and their needs – first.
Neil has a passion for education and strives to ensure each client fully understands the concepts and strategies they discuss. Neil’s “big picture” approach with his clients helps them to understand how all of the pieces of their plan will interconnect and move them closer to their personal and financial goals.
Neil also works with a variety of tax and estate planning professionals in the legal and accounting professions in order to help his clients implement their plans.
Professional and Personal Commitments
Neil graduated from the University of Alberta in 1992 with a Bachelor’s degree in marketing and finance.
He completed his Certified Financial Planning designation in 2004.
Originally from Duchess, AB, Neil resides in Calgary, AB. He enjoys spending time with his wife, Lisa and their children, Zach and Taylor. When he is not working with clients, you will find Neil at the golf course in his relentless pursuit to break 80.