Neil Friesen joined SafeBridge Private Wealth as a Senior Financial Advisor in May 2024. Since 1991, Neil Friesen has advised clients on a broad range of insurance, retirement and estate planning strategies for individuals and corporations.
Neil understands that serving clients’ insurance and estate planning needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Senior Financial Advisor in Alberta, Neil puts his clients – and their needs – first.
Neil has a passion for education and strives to ensure each client fully understands the concepts and strategies that they discuss. Neil’s “big picture” approach with his clients helps them to understand how all of the pieces of their plan will interconnect and move them closer to their personal and financial goals.
Neil graduated from the University of Alberta in 1992 with a Bachelor’s degree in marketing and finance.
He additionally completed his Certified Financial Planning designation in 2004. A firm believer in continuing education, Neil enhances his experience through ongoing continuing education.
Neil enjoys spending time with his children, Zach and Taylor. When he is not working with clients, you will find Neil at the golf course in the relentless pursuit to break 80.
+1 (855) 466-5858