With you every step of the way.


 

 

Chantal McNeily

Investment and Wealth Advisor

705-734-4409 | Email me

 

Nominations and Awards

Woman Innovator of the Year Nominee, 2018- Wealth Professional Canada

Diversity Ambassador of the Year Nominee, 2019-  Women in Finance 

Discretionary Management Award, 2020- RBC Dominion Securities

Executive Leadership Award, 2021 - RBC Wealth Management Women’s Symposium

 

Your dedicated team


Chantal is driven by her three guiding principles: integrity, authenticity and impact. A natural-born problem solver, she has the valuable ability to take a complex problem and distill it into actionable solutions designed for maximum impact. Chantal has spent almost two decades in the financial services industry, but her roots in the industry go back four decades. Growing up as the daughter of a financial advisor, Chantal was exposed to the wealth management business from a young age.

After graduating from Western University with a Bachelor of Administrative and Commercial Studies and double major in finance and economics, Chantal spent 15 years working across North America with two of Canada’s largest multinational insurance companies and financial services providers.  In 2020, she joined RBC Dominion Securities as an Associate Branch Director for one of the firm’s largest branches. In 2022, her passion for helping people lead her back to her roots as an Investment and Wealth Advisor. Her diverse industry experience, coupled with her educational background and unremitting pursuit of excellence, uniquely equips her to advise her clients and their families on holistic wealth management. Chantal and her team leverage the strength, experience and expertise of the most qualified partners both internally and externally to personalize solutions and make a positive and lasting impact on her clients and their families. As a devoted steward of your wealth, Chantal and her team 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. From comprehensive financial plans to guidance on complex tax and legal issues, Chantal and her team work seamlessly to create a fully integrated family wealth management strategy which can be implemented in coordination with your existing tax and legal advisors.

Chantal is passionate about addressing the three main gender gaps that affect women as it relates to money: the gender advice gap, the gender investing gap and the gender security gap. Through her curious nature and innovative research on this topic, she was nominated by Wealth Professional Canada as Woman Innovator of the Year in 2018 and  Diversity Ambassador of the Year by Women in Finance in 2019. In 2020, Chantal was awarded a Discretionary Management Award by the firm’s leadership team and in 2021, she received an Executive Leadership Award at RBC Wealth Management’s Women’s Symposium, awarded to women who have made exceptional contributions to the firm and demonstrate outstanding work. 

Our areas of expertise include:

Helping you meet your retirement income goals and maximize your after-tax retirement income

Creating a comprehensive strategy to help you stay on track to meeting your financial and life goals

Implementing strategies to help reduce your family’s tax burden

Helping you effectively transition from your business while reducing taxes and maximizing retirement assets

Efficiently transferring your wealth to the next generation

Providing financial security, tax reduction, enhanced retirement income and legacy protection

Helping you maximize your charitable legacy

 

Advisor

Grant Henri, PFP, F.Pl., TEP

Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management


Advisor

Peter Kardassopoulos, PFP

Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Tracey Goldie, CLU

Vice President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.