Neela White is a partner in Rennie White Asset Management and a portfolio manager at 3Macs, a division of Raymond James Ltd., with more than two decades of experience working in the financial industry, providing insight and inclusive wealth management services for a variety of clients.
Neela presents an empathetic approach when assisting clients with their finances and draws on her firsthand experience of caring for elderly parents.
She advocates for open discussions about and preparation for life-changing events and their burdens, both financially and emotionally, to better equip and protect families against any long-term care costs. Her relatable style inspires families to examine their financial plan, and empowers them to have fresh conversations about viable options.
She holds the Certified International Wealth Manager (CIWM) and Chartered Investment Manager (CIM®) designations. Furthermore, Neela is a Certified Professional Consultant on Aging (CPCA®), an Elder Planning Counselor (EPC®) and Certified Executor Advisor (CEA).
She graduated from the University of Western Ontario and McMaster University with degrees in psychology and gerontology.
As an active public speaker on the subject of the costs of caregiving and the sandwich generation, Neela often participates in conferences, interviews and educational events. She is also a member of CSI's Seniors Initiative.
In addition, she is on the board of directors for Silver Links magazine, a publication dedicated to promoting and enhancing the rights and well-being of older adults. She also regularly contributes as a writer for the publication.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.
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