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Neela White, CEA
Senior Portfolio Manager
Financial Advisor|Life Insurance Broker|Other
Senior Portfolio Manager
Financial Advisor|Life Insurance Broker|Other
Area serviced:
Toronto, ON; Mississauga, ON
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Neela advocates for open discussion and preparation in the
event of life-changing illnesses to better equip families to understand the
burdens, both financial and emotional, of long-term care costs.
Her relatable style inspires families to examine their
longevity planning and empowers them towards a fresh conversation about viable
options. Neela presents an empathetic approach when assisting
clients with their finances and draws on her firsthand experience from having
her first career in long-term care and from being a caregiver to her parents
for more than a decade of her life.
Neela White is partner and co-founder of Blue Wing Advisory
Group, Raymond James Ltd. She has more than 25 years working in the
financial industry, providing insight and inclusive wealth management services
for a variety of clients as both an aging specialist and senior portfolio
manager.
She is a graduate of the University of Western Ontario with
a degree in Psychology, from McMaster University with a degree in Gerontology,
and a certificate in Thanatology. In addition, she is a Certified
Professional Consultant on Aging (CPCA), an Elder Planning Counselor (EPC), and
a Certified Executor Advisor (CEA). A
senior portfolio manager with a twist, she is a Certified Patient Navigator and
Certified Dementia Care Provider.
Through the Home Hospice Association, she completed a course
on becoming a death doula. Currently, Neela is working on a book for
caregivers, care recipients and the sandwich generation.
As an active speaker about caregiving and aging, the cost of
aging, health care navigation and the sandwich generation, Neela often
participates in conferences, interviews, podcasts, and educational events; most recently the Ivey Professional Leadership
Program (UWO). Also, has been a monthly guest on BNN.
She has also been featured in industry publications such as
the Wealth Professional, My Business Magazine, Best Health magazine, and the
Advantaged Investor podcast. Neela is an active member and presenter
for the Canadian Securities Institute and was a participant in their Financial
Health for Seniors initiative. Neela has created an educational
webinar series, The Open Dialogue on Aging™, now in its fourth year. It’s focus is on all aspects of aging. Neela is also the author of a monthly
newsletter titled Perspectives on Longevity™.
200 King Street West, Suite 1806, Toronto, ON, M5H 3T4
416-597-7946
3167 Seabright Drive, Mississauga, ON, L5M 0B5
416-728-4255
Contact Neela White
Neela White
200 King Street West , Suite 1806
Toronto M5H 3T4 , Ontario
P : 416-597-7946
3167 Seabright Drive
Mississauga L5M 0B5 , Ontario
P : 416-728-4255
200 King Street West , Suite 1806
Toronto M5H 3T4 , Ontario
P : 416-597-7946
3167 Seabright Drive
Mississauga L5M 0B5 , Ontario
P : 416-728-4255
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