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Lake

MCNEIL
Wealth
Management

Providing the Financial Toolbox that enables you to Build a Prosperous Future

SERVICES OFFERED

SERVICES
OFFERED

Retirement Planning

Portfolio Audits

Financial Consultation

ABOUT

ABOUT KATELIN

Katelin McNeil, P.Eng, MBA

Katelin McNeil is an independent Financial Advisor with her license held by Carte Wealth Management. She has over 15 years of experience with investment products and is licensed as a Financial Advisor in the provinces of Alberta, British Columbia, and Ontario. She has a Master's Degree in Business (MBA) with a Major in Finance from the University of Calgary.
 

In addition to her financial credentials and experience, Katelin is licensed as a Professional Engineer (P.Eng). Katelin's Fiduciary Duty of Care as a Professional Engineer translates directly to her level of Care and Due Diligence that she applies with each one of her clients. 

 

Katelin's relationships both personally and professionally are built with integrity as the foundation and core value. Katelin is loyal, transparent, and brings measurable and proven competence to her clients. 

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INVESMENT ACCOUNTS

INVESTMENT ACCOUNTS

PARTNERS

OUR PARTNERS

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Mutual Fund Disclosure:
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the fund facts before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Mutual funds are provided through Carte Wealth Management Inc.

CONTACT

CONTACT
MCNEIL
WEALTH
MANAGEMENT

OUR ADDRESS

20107 15 Ave
Edmonton, Alberta

Email: katelin.mcneil@cartewm.com
Tel:  403-650-4249

 

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