Neil Sali

Associate Investment Advisor

With nearly 10 years experience in the investment and financial industry as well as in retail banking, Neil brings a holistic approach to the Woo Fong Investment Team. He specializes in understanding his clients as he personalizes financial plans to meet financial needs. Having obtained the Registered Financial and Retirement Advisor (RFRA) designation and having completed the Canadian Securities Course, we acknowledge that his passion for the investment industry is second to none. He demonstrates enthusiasm and willingness to explain and educate his clients on the various investments available, while giving his clients confidence and peace of mind that their investments and savings are well cared for and in good hands. The ability to communicate with his clients and transition them into a personalized financial portfolio makes Neil an important addition to the Acumen team. Neil is a University of Calgary Bachelor in Economics 2007 graduate.

 

If you are seeking investment and financial planning along with unparalleled commitment to your success, contact Neil Sali.