Chantal McNeily

Earning your trust; elevating your financial future

The heart of my practice is about making a positive impact. I’m devoted to helping others design a life of affluence: whether that’s helping clients free up time to embrace more of what fuels their soul, or helping women step into their financial power – helping lights me up!

My team and I work relentlessly to earn your trust by leveraging the strength, experience and expertise of the most qualified partners both internally and externally to seamlessly manage every aspect your financial life cycle. We’re committed to freeing up your precious time, energy and resources so you can focus on what is most important to you. We take a holistic approach to helping you achieve your desired financial future, and it extends far beyond investment advice.

We help you and your family navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage. We work alongside you with compassion, empathy and a deep understanding of your goals and dreams to provide peace of mind, financial flexibility and more control in your everyday life.

What is the value of peace of mind when it comes to your wealth? Let us show you.