Estate Planning Advisor, Raymond James Ltd.Professional Experience
Neil Friesen joined Raymond James Financial Planning Ltd as an Estate Planning Advisor in April 2013. With more than 20 years of experience in the financial services industry, Neil Friesen advises clients on a broad range of insurance, retirement and estate planning strategies for individuals and corporations.Approach 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 that 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 assist his clients in the implementation of 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 additionally completed his Certified Financial Planning designation in 2004. A firm believer in continuing education, Neil enhances his experience through ongoing continuing education.
Originally from Duchess, AB, Neil currently 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 the relentless pursuit to break 80, or cheering on his children at the hockey rink or gymnastics events.