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Niel MacIntyre, Financial Advisor

FINANCIAL ADVISOR
Niel MacIntyre

CFP®, CFA®, MFA-P™
5991 Spring Garden Road, Suite 820, Halifax, NS B3H 1Y6opens in a new window
CallSend Me a Message

Focus Areas

  • Business owner considerations
  • Wealth strategies
  • Business retirement plans
  • Retirement income strategies
  • Intergenerational planning
  • Charitable giving

About Niel

After nearly a decade on Bay Street, I left a career in institutional investment research to build an advisory practice in my hometown of Halifax, Nova Scotia. I did this because people and their families matter more to me than pension funds and insurance companies.

Our team helps incorporated professionals and business owners do three things:

1. Optimize taxes and improve corporate investment efficiency

Incorporation can create tax-saving opportunities, but managing that capital requires thoughtful planning. We provide strategies to help our clients' put their growing retained earnings to best use. Our relationships with organizations experienced in structuring Individual Pension Plans (IPPs) and...

Work History

  • Edward JonesJanuary 2021 to Current

Personal Interests

  • Skiing
  • Cooking
  • Auto Racing
  • Camping
  • Music

Team Members

  • Brittany Weatherbee
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(902) 407-7655

Fax

(888) 800-0714

Office Address

5991 Spring Garden Road
Suite 820
Halifax, NS B3H 1Y6opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More