Business Details
37 Years
experience
Your Trusted Insurance & Financial Planning Partner in Grande Prairie
Neil & Associates has dedicated its practice to helping individuals and businesses prepare for life's pivotal moments through comprehensive financial planning and insurance solutions. With decades of combined experience, our team of certified advisors specializes in crafting personalized strategies that address critical life events such as career transitions, family milestones, and retirement planning. We offer tailored group benefits programs for companies of all sizes, including retirement plans, health care spending accounts, and customized executive benefits. Our wealth management services focus on risk mitigation through diversified investment portfolios and estate planning solutions designed to protect assets for future generations. Backed by strong industry partnerships and a commitment to local communities, we provide access to a wide range of insurance products including life, disability, and critical illness coverage.Client testimonials highlight our responsive service, with advisors who take time to understand individual needs and deliver practical solutions that evolve with changing circumstances. Our team includes professionals with designations such as Chartered Life Underwriter (CLU) and Qualified Associate Financial Planner (QAFP), ensuring expert guidance across all service areas. We maintain transparent communication throughout the planning process, from initial consultations to ongoing policy reviews, while leveraging technology to streamline administrative tasks for business clients. This approach has earned us long-standing relationships with organizations like Knelsen Sand & Gravel Ltd. and Hi-Tech Business Systems Ltd., who praise our ability to deliver competitive rates and innovative benefits solutions.
Services
Financial Planning
Life Insurance
Group Benefits
Critical Illness Insurance
Wealth Management
Disability Insurance
Retirement Planning
Estate Planning
Investment Management
Employee Benefits Administration
Details
- Year established: 1989
Highlights and features
- We offer personalized financial planning with certified advisors holding CLU, QAFP, and CEBS designations
- Our team provides customized group benefits solutions for companies of all sizes
- We maintain long-standing partnerships with multiple insurance carriers for comprehensive coverage options
- Client testimonials highlight our responsive service and expertise in complex claims situations
- We combine local community knowledge with national industry standards in all our financial strategies
What people say
Outstanding service
Creative solutions
Quick support
Timely manner
Truly cared
Services
Financial Planning
Our financial planning services help clients prepare for major life events through customized strategies. We analyze current financial situations, identify goals, and create adaptable plans addressing retirement, education funding, debt management, and estate planning. With a focus on tax-efficient solutions and risk management, we help individuals and businesses build financial security while maintaining flexibility for changing circumstances.
Group Benefits
We design comprehensive group benefit programs for businesses of all sizes. Services include plan analysis, carrier comparisons, and implementation of health, dental, disability, and retirement solutions. Our team offers administrative support, staff seminars, and cost-effective options like healthcare spending accounts. We help employers attract and retain talent through tailored benefits packages that balance employee needs with organizational budget constraints.
Life Insurance
We provide term and permanent life insurance solutions to protect families and businesses. Our advisors help clients choose between affordable term coverage and cash-value building permanent policies. Services include estate planning, business succession strategies, and tax-efficient wealth transfer solutions. We work with multiple carriers to find policies that match individual needs while offering ongoing policy reviews to ensure continued suitability.
Critical Illness Insurance
Our critical illness insurance protects against financial strain from serious health events. Policies cover conditions like cancer, heart attack, and stroke, providing lump-sum payments to help with medical expenses and lost income. We help clients understand coverage options and integrate these plans with overall financial strategies, ensuring protection against unexpected health challenges that could disrupt long-term financial security.
Wealth Management
Wealth management services focus on growing and preserving assets through strategic investment planning. We create diversified portfolios considering risk tolerance and financial goals, while incorporating tax-efficient strategies. Our approach includes estate planning, retirement income strategies, and intergenerational wealth transfer solutions. We work with clients to develop comprehensive plans that align with their values and long-term objectives.
People
Rob Neil
President | Insurance Advisor and Investment Representative
With over 35 years in the industry, Rob Neil leads our team as President. Holding Chartered Life Underwriter (CLU) and Fellow of the Canadian Securities Institute (FEA) designations, he specializes in creating comprehensive insurance and investment solutions for individuals and businesses.
Stephen Figel
Insurance, Investment and Group Benefit Advisor
Stephen Figel brings his Qualified Associate Financial Planner (QAFP) and Business Professional in Health Administration (BPHA) expertise to help clients navigate complex insurance and investment decisions. He focuses on developing tailored financial strategies that align with clients' personal and professional goals.
Carrie Sandboe
Insurance, Investment & Group Benefit Advisor
Carrie Sandboe, a Certified Health Specialist (CHS), specializes in critical illness and group benefits solutions. Her client-centered approach has helped numerous individuals secure financial protection against unexpected health events while supporting businesses with comprehensive employee benefit programs.
Christie Machuk
CFO / General Manager
As Chief Financial Officer and General Manager, Christie Machuk oversees operational excellence while maintaining her focus on financial planning. With Group Benefits Associate (GBA) credentials, she ensures our clients receive efficient, high-quality service across all business functions.
Steve Good
Group Benefits and Retirement Manager
Steve Good leads our group benefits and retirement planning division. With Group Benefits Associate (GBA) certification, he specializes in designing cost-effective employee benefit programs and retirement strategies that help businesses attract and retain top talent.
Questions
What types of insurance do you offer?
We provide life, disability, critical illness insurance, and comprehensive group benefit plans for businesses. Our advisors help clients choose between term and permanent life insurance policies while creating customized employee benefit solutions.
How do you help with financial planning?
Our financial planning process identifies short- and long-term goals, analyzes current financial situations, and creates adaptable strategies addressing retirement, education funding, debt management, and estate planning with tax-efficient solutions.
Do you work with both individuals and businesses?
Yes, we serve both individual clients needing personal financial strategies and businesses requiring employee benefit programs. Our group benefits team specializes in creating customized solutions for companies of all sizes.
What areas do you serve?
While based in Grande Prairie, we serve clients throughout Alberta including La Crte and surrounding regions. Our team provides local service with access to national insurance carriers and investment options.
How do you handle insurance claims?
Our team provides dedicated support throughout the claims process, as demonstrated by client testimonials highlighting timely processing of critical illness and life insurance claims with compassionate, professional assistance.
What makes your firm different?
We combine decades of local experience with industry certifications like CLU and QAFP. Our personalized approach focuses on long-term relationships, with advisors who take time to understand clients' unique circumstances and goals.
