Plan
Know where you stand and what comes next.
Financial planning · Protection · Retirement
Thoughtful financial planning for every stage of life.
Neyos Financials helps individuals, families and business owners make confident decisions about their money, with advice that is clear, considered and personal.
About Neyos
We believe good financial advice should be understood before it is accepted. So we listen first, explain every option plainly, and put it all in writing.
Neyos Financials is a Canadian financial planning firm. We take the time to understand your situation, then set out clear recommendations with the reasoning behind each one, so you can decide with confidence.
More about NeyosOur services
Plan. Protect. Grow.
Protect
Keep the people who depend on you secure.
Grow
Build and preserve wealth over time.
Who we help
Advice shaped around your stage of life.
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Individuals & professionals
Making a good income count, and tackling debt in the right order.
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Families
Protection sized to real needs, education savings and a shared plan.
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Business owners
Owner compensation, key-person protection and continuity.
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Approaching retirement
Knowing when you can stop working, and turning savings into income.
Our approach
Four steps, the same every time.
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Discover
A conversation about your life, goals and concerns.
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Plan
A written plan with recommendations and the reasoning behind them.
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Implement
Agreed steps put in place, with the paperwork handled alongside you.
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Review
Regular reviews, and whenever life changes.
How we work
What you can expect from us.
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Plain language
If a recommendation can't be explained simply, we don't make it.
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Fit before product
We recommend only what your situation calls for, and we tell you when that is nothing.
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Everything in writing
You receive a written plan you can return to, and you always know how we are paid.
Let’s talk about your plans.
A first consultation is a relaxed conversation with no obligation.