Neela White is a portfolio manager at 3Macs, a division of Raymond James Ltd., with more than 22 years 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 her elderly parents.
She advocates the open discussion and preparation of life-changing illnesses 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 towards a fresh conversation 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®), and an Elder Planning Counselor (EPC®).
She graduated from the University of Western Ontario and McMaster University with degrees in psychology and gerontology.
As an active speaker on the subject of caregiving and the sandwich generation, Neela often participates in conferences, interviews and educational events.
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.