Tab Pollock

Financial Advisor and Planner @Neil & Associates

Grande Prairie, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2010 — Present

Financial Advisor and Planner @Neil & Associates

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Qualified Associate Financial Planner and Elder Planning Counselor TabPollock’s focus is helping people understand, simplify and navigate thecomplex aspects of their long term financial plan. As a well-respectedadvisor with Neil and Associates for over a decade, Tab possesses awealth of knowledge and expertise when it comes to setting up his clientsfor future success.Tab brings a genuine passion and pride to his work as an InsuranceAdvisor and Investment Representative. Licensed in mutual funds, Tabalso assists clients with financial, retirement and estate planning as wellas investing. His honesty and loyalty paired with his respectful, thoroughapproach means he takes ample time to educate his clients, ensuring theyhave all the information they need to make sound decisions, protectthemselves and achieve their financial goals.Tab is a proud past President and member of Swan City Rotary as well asa past President of the Grande Prairie and District and Alberta Chambersof Commerce.Outside of work and volunteering, Tab likes to keep an active lifestyleplaying hockey and golf, spending time with his family and travelinginternationally.

SKILLS

Training DeliveryInsuranceFundraisingDirect SalesBuy-Sell AgreementsLeadership DevelopmentManagement ConsultingPersonal DevelopmentEntrepreneurshipBusiness PlanningStrategic PlanningEmployee RelationsEmployee BenefitsGroup Benefit PlansOrganizational EffectivenessAdvertisingStrategySuccession PlanningSalesBusiness CoachingPersonal Financial PlanningNetworkingEmployee EngagementRetailGroup Retirement PlanningSmall BusinessLiving BenefitsTrainingNew Business DevelopmentWorkshop FacilitationPublic SpeakingBusiness StrategyTeam BuildingManagementCoachingBoard GovernanceHuman ResourcesLeadershipPerformance ManagementEmployee Training

ABOUT TAB POLLOCK

Elder Planning Councilor Designation, •I have obtained the QAFP™ Financial Planner…

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Tab Pollock — Financial Advisor and Planner at Neil & Associates in Grande Prairie, AB, CA | Unifers