SERVICES
OFFERED
Retirement Planning
Portfolio Audits
Financial Consultation
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.
INVESTMENT ACCOUNTS
OUR PARTNERS
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.