Neil Holland he/him
Regional Financial Advisor
After a friend suggested that the finance world might be a good fit for Neil, he hasn’t looked back. Now, 14 years later, he has parlayed his years of experience at a national bank, followed by seven years within the credit union world and brings that expertise to CU Financial Management. Joining our digital team at CU Wealth Essentials, Neil looks forward to helping our clients achieve their financial goals.
His favourite part of working in the financial industry is seeing a robust financial plan working for a client and their needs.
Outside of the office, Neil enjoys time with his family and friends, cheering on his favourite sports teams, and chilling to classic 80s music and movies.
Based out of: Halifax, NS
Causes: Canadian Cancer Society
Financial Planning Tip: Make sure your financial planner takes the time to get to know you and your needs; lots of questions are a good thing!