Neil Friesen
Senior Financial Advisor @Safebridge Private Wealth
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WORK HISTORY
Senior Financial Advisor @Safebridge Private Wealth
Calgary, AB, CA
Working with select referral partners, my goal is to help clients define, create, and protect their legacies.
EDUCATION
University of Alberta
Bachelor of Commerce, Finance, Marketing
ABOUT NEIL FRIESEN
My goal is to help families define, create and protect the legacy they want to leave behind. I help people understand the options available to them.I specialize in the following areas:Financial Planning - helping clients maximize tax flow and minimize taxes.Insurance Planning - helping clients protect what they can\'t afford to lose.Retirement Planning - helping clients answer the \"BIG\" question:\"Do I have enough?\"Estate Planning - helping clients give what they want, to whom they want, when they want to.It all starts with a conversation.Some of the best ideas are the simplest ones.What will your legacy be?
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