Tab Pollock

The 2020 RRSP deadline is coming up on March 1st. To reap the benefits lowered taxes for this year, all contributions must be made prior to this date. After March 1st, 2021, all contributions will be deducted on the next year’s tax return.

At Neil & Associates, our goal is to help solve your financial puzzle. We understand that throughout a person’s lifetime there may be half a dozen occasions that string together our life’s story. Those are the exact moments we want to help you prepare for! Call Tab today at 780-539-5943 to get the planning started

Happy New Year from Tab and the team at Neil & Associates! Call to book your appointment with Tab to help you figure out the next best steps for securing your financial future.

As of January 1st, the TFSA contribution limit for 2021 is $6,000 as it has been for the last two years. If you’re new to the TFSA world and have been eligible for contributions since it’s introduction in 2009, your cumulative contribution limit is $75,500. Call Tab today to discuss how a TFSA can benefit not only your current finances, but your financial future as well. 780-539-5943

Insurance that takes you and your loved ones into account is an important piece of a complete financial plan. We have access to a wide variety of life insurance options to help meet the needs you identify. Tab can help you select coverage that’s right for you! 780-539-5943

Financial security planning is about more than saving money for retirement - it's about helping protect what means the most to you and helping you achieve your short and long term goals. Get the conversation started today at 780-539-5943.

At Neil & Associates, we're proud to offer a wide range of financial services that can be suited to your specific needs. If you're feeling unsure about your financial future, Tab can help you figure out what it can look like and how to get there. Contact him today at 780-539-5943.

In a person's lifetime there may be a half a dozen occasions that string together our life’s story. Those are the momentsthe pieces to your financial puzzle that we want to help you prepare for! Contact Tab today to discuss options and start saving for your financial future! 780-539-5943

This time of year tends to have us thinking about how we want to cozy up for the rest of our holiday season. Are there any specific retirement goals you have that keep you motivated when you think about them? What kind of financial decisions are helping you get there? Tell us in the comments below!

Tab has worked with the team at Neil & Associates since January 2011. He takes pride in providing his clients with sound advice and great service. Tab is a member of Advocis, The Financial Advisors Association of Canada. He is also very active in the community volunteering for many organizations: Past director and past chair of the Grande Prairie District Chamber of Commerce Past chair of the Alberta Chamber of Commerce Certified dual program Dale Carnegie instructor... Member of the Swan City Rotary Club Past director on the Canadian Chamber of Commerce Board Past vice-chair and public member on the Grande Prairie Regional College Board of Governors. Past vice-president for the board of the Northern Alberta Chapter of Advocis Holds ""Elder Planning Counselor"" designation - EPC Qualified Associate Financial Planner designation - QAFP Contact Tab today at 780-539-5943 to discuss your financial future.

Wondering what makes Neil & Associates stand out among the financial consultants you're trying to choose from? Our goal-based financial security planning approach is specifically designed to help you: Better understand what financial security means to you by reviewing your current needs and defining goals Identify and discuss any roadblocks to achieving your goals Analyse your situation, identify any gaps and build a plan to help you achieve your short- and long-term go...als Review and monitor your plan to help ensure it continues to meet your changing needs to help you Contact Tab at 780-539-5943 to get started on your road to financial security.

"Our company has had the privilege of working with Neil & Associates for over 15 years and they have taken nothing but exceptional care of us in that time. They provide our 55 employees with access to a group insurance plan that meets all of our needs. It is a plan that Tab and Steve personally review with us regularly to make sure we are continuing to get the best coverage for the best price. Because they take the time to get to know us, they also suggest value added services they know will benefit our company, such as the addition of an Employee and Family Assistance Program." - Samantha Way, CPA, CA Read more of our client testimonials at https://www.neilandassociates.ca/

Have you found yourself wondering about yours and your children's futures? Asking what else you can do to ensure financial stability? Have a look at this article accounting a young family's similar situation and how a financial planner helped answer these questions. https://www.theglobeandmail.com//article-indian-couple-lo/

Tab is dedicated to tailoring the best fit for you and your needs so that you leave our offices happier than when you arrived. Socially distanced high fives or elbow bumps are always welcomed! https://www.neilandassociates.ca/

Financial security takes planning. Planning that helps protect what means the most to you while helping you achieve your short and long-term goals. We know that can sound overwhelming but we're here to help you and your family feel better about your financial future. Contact Tab at 780-539-5943 to get started.

We're here to answer all your questions whether you're just wondering what RRSP stands for (Registered Retirement Savings Plan), or how exactly the tax advantages that come with them work. We want to make sure you are knowledgable on the accounts you open beforehand so that you feel excited about your savings, rather than merely obligated. Contact Tab today at 780-539-5943 with any questions you may have.

Did you know that Tab holds an 'Elder Planning Counselor' (EPC) designation? Tab enjoys being active in the community and volunteers for many organizations while continually pursuing further education. Find out more about Tab at https://www.neilandassociates.ca//advisory_te/tab_pollock/

Taking a moment to remember and honour those who fought for our freedoms today. Thank you, veterans.

We talk a lot about accumulating assets and saving for retirement, but the decumulation of assets deserves time and attention too. After years of saving, it's often hard to get into a spending mindset so those coming up on retirement in the next 5 to 15 years should be planning. You don't have to sort through your pensions, RIFs, and LIFs alone though. We're here to help you through the next phase, contact Tab today at 780-539-5943.

One thing people do not realize is in an RRSP or TFSA you can invest in many types of investments suchs as mutual funds, segregated funds, stocks, bonds, GIC’s/GIO’s, commodities, and savings accounts. Choose something that will give you the returns you are looking for long term and match your risk tolerance. Reach out to Tab today to see which is best for you, 780-539-5943.

Most business owners and professionals aren't aware of the Individual Pension Plans and tax advantaged Retirement Savings available to them. Contact Tab and the team today to discuss the options you may be missing out on, 780-539-5943.

Why can’t you borrow money from a goblin? They’re always a little short. Happy Halloween from Tab and the team at Neil & Associates!

Financial consultants can seem intimidating if all you associate them with is investing, but we do that and so much more, all with the goal of keeping you and your loved ones smiling instead of stressing. Don't get us wrong, we love talking specifics about investments, but we're really here to help you with the following: Provide for your family in the event of your death, disability or a critical illness Secure a comfortable retirement Control your debt... Fund a post-secondary education for your children Minimize your taxes Create an estate for your heirs Meet a variety of business protection needs Provide affordable benefits for your company’s employees Financial security and planning See more

The advisors at Neil & Associates are always excited to discuss options you need for the retirement lifestyle you envision for yourself. Call Tab to discuss whether that's an RRSP, RRIF, or meaningful investment planning: 780-539-5943.

Whether it’s saving for your child’s education, planning a vacation, building a nest egg for retirement, investing in a small business or managing your finances during retirement, we can help you create an investment portfolio that’s tailored to your needs. We can offer you a wide range of products and services to help you reach your financial security goals. Is your family or business protected in case the unforeseen should occur? The advisors at Neil & Associates would be happy to talk to you about estate planning to show you how you can be certain your family and business will go on. They can advise you on your investments, estate and income protection and succession planning. Contact Tab today at 780-539-5943 to get the conversation started.

With more and more millenials looking at home buying, questions about withdrawing money from RRSPs and TFSAs are coming up. Take a look at this interesting article that walks you through the impacts of both. https://www.theglobeandmail.com//article-tfsa-or-rrsp-whi/

You may know that the 2020 contribution limit for TFSA accounts is $6,000, but that doesn't necessarily mean that's what YOUR limit is. For a thorough breakdown of how contribution limits work, including a formula you can apply to determine your own, take a read through this helpful article. https://www.advisor.ca//tax/tfsa-limit-for-2020-announced/

No matter the service, our goal is to help make your money grow. Take a look at our testimonials to hear from some of our valued clients who we helped do just that, we may be a little biased but they never fail to make us smile! https://www.neilandassociates.ca/stories/

Financial security takes planning. At Neil & Associates it is our advisor team's mission to help you prepare for the moments in your life that have a big impact: career changes, buying or selling a business, marriage, having our children, sending them off to college, seeing them get married, and becoming grandparentsthen there comes a time when we can retire! We also recognize that there are other moments in our lives that are more difficult to deal with and we are there for you then, too: loss of a loved one, unexpected health concerns and much more. Planning is about more than saving money for retirement it’s about helping protect what means the most to you and helping you achieve your short and long-term goals. Let us help you with yours, call Tab today at 780-539-5943.

Don't leave financial planning to the last minute. The first step to achieving your financial security goals is creating a financial plan. Our aim is to help you build a plan that’s tailor made for you. A plan flexible enough to meet your changing needs while being based on solid insurance and investment products that will help you best achieve your goals.That sense of security you've been longing for doesn't have to feel so far away. Call Tab today to start making your future more of a reality. 780-539-5943

Solving your financial puzzle since 1984, we strive to help our clients find solutions and the security that their needs are being met along with providing the highest quality of service based on each client’s individual needs. See what solutions we have for your and your family https://www.neilandassociates.ca/solutions/

Career changes, buying or selling a business, marriage, having children, sending them off to college, seeing them get married, and becoming grandparentsthen there comes a time when you can retire! We also recognize that there are other moments in life that are more difficult to deal withand we are there for you then too; loss of a loved one, unexpected health concerns and much more. Planning is about more than saving money for retirement it’s about helping protect what me...ans the most to you and helping you achieve your short and long-term goals. The first step to achieving your financial security goals is creating a financial plan. Our goal is to help you build a plan that’s tailored to your needs, flexible enough to meet your changing needs and based on solid insurance and investment products. Contact Tab today to get started on your financial future 780-539-5943

What you should know about Pensions, Retirement Benefits, and RRSPs: https://www.monster.ca//article/pensions-retirement-benefi

Let us help you plan for your future. Whether it is through Pension Planning, RRSPs, TFSAs, or RESPs, we are here to help you solve your financial puzzle. Call us today to schedule an appointment. 780-539-5943

Have you thought of starting an RESP for your child or grandchild’s education? When you contribute to this type of registered plan, the federal government provides a grant to help you reach your goals faster. Let us take care of your families financial future with an easy and affordable system specific to you and your goals. To maximize your contribution to your RESP savings plan, a contribution should be made by December 31. Learn more: https://www.neilandassociates.ca/solutions/investments/

We're here to help you invest for your future. Call Tab today to get started 780-539-5943

I am incredibly honoured to work alongside this talented team of advisors. I'm here to help you and your loved ones feel confident in your financial planning both in the present and future. Get the benefit of all of our combined expertise to make sure your specific needs are expertly handled. Learn more about us at www.neilandassociates.ca

It's never too late to start investing in your future and we have a number of products to fit your unique lifestyle. Not sure of the difference between a TFSA or RRSP? Click here to find out: https://www.theglobeandmail.com//article-tfsa-or-rrsp-whi/

Have you started investing for your future? Not sure what route best suits you? Let's break down all the different types of investments that can help you build a better financial future for yourself and your loved ones. Registered Retirement Savings Plans (RRSP) Contributing to an RRSP is still one of the most popular and tax-effective ways of saving for your retirement. We have the tools to help you build a portfolio so that you can meet your retirement goals.... Segregated fund policies offer a long-term investment with death benefit and maturity guarantees. These guarantees are options within an insurance policy, other benefits are that the assets bypass the estate and potential probate fees, and go directly to your named beneficiaries. Retirement and Investment Planning Whether it’s saving for your child’s education, planning a vacation, building a nest egg for retirement, investing in a small business or managing your finances during retirement, we can help you create an investment portfolio that’s tailored to your needs. We can offer you a wide range of products and services to help you reach your financial security goals. Is your family or business protected in case the unforeseen should occur? The advisors at Neil & Associates would be happy to talk to you about estate planning to show you how you can be certain your family and business will go on. They can advise you on your investments, estate and income protection and succession planning. Tax-Free Savings Account (TFSA) The TFSA, a type of investment account, allows you to earn investment income and generate capital gains from eligible investments tax-free. Registered Retirement Income Funds (RRIF) You’ve saved for your retirement and now you need an income. The advisors at Neil & Associates can discuss options you need for your retirement lifestyle. Registered Education Savings Plans (RESP) Children are going back to school. Consider saving for your child or grandchild’s education with an RESP. When you contribute to this type of registered plan, the federal government provides a grant to help you reach your goals faster. To maximize your contribution to your RESP savings plan, a contribution should be made by December 31. Registered Disability Savings Plan (RDSP) A registered disability savings plan is a registered savings plan designed to provide long-term financial security for a person with a disability. Tax deferred investment growth, along with generous government grants and bonds make the RDSP a powerful investment pool. An RDSP is set up in the mane of a beneficiary, the person with the disability. The beneficiary must be a Canadian resident, under 60 years of age, with valid SIN and who is eligible for the Disability Tax Credit. Adults and minors are eligible for this plan. Looking to learn more? Contact our office today and let us help set you on the right path to a sound financial future. Call us today 780-539-5943

Let's talk life insurance: To help meet your financial planning needs, we have access to a broad range of insurance products. These products are designed to meet the diverse needs of individuals, families, professionals, executives, business owners and employees, including the needs of part-time and seasonal workers. Starting this month we're making a special introductory offer of four free months premium on qualifying, new Canada Life term 20, term 30 and term to age 65 policies. We use SimpleProtect Online to complete applications in less than 10 minutes. Looking to send in your application? Reach out today [email protected] 780-539-5943 (Applications must be receieved between September 1, 2020 -December 1, 2020)

The ability to buy insurance without a medical or meeting with an advisor. Just compete the application at home and the policy gets mailed to your home. Simplified life insurance application. https://getstarted.cpp.ca/home/49135

It's RRSP Season, Start a PAC, Contribute , or add to your new TFSA room! Call me with questions. https://www.theglobeandmail.com//article-globe-advisors-/

https://www.advisor.ca//tax/tfsa-limit-for-2020-announced/ January 2020 you can add an additional $6000 to your TFSA!

https://retirehappy.ca/are-you-taking-advantage-of-the-pen/