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Neel
Aggarwal

Estate and
Insurance Specialist

+1 888 824 4351, Ext. 114

CFP

Neel began in the financial services industry in 2006, as a technology support specialist and worked alongside advisors to help them with the use of financial technology tools. After 4 years as in this role, Neel made the transition to the financial planning side of the business and became a financial advisor.

 

He has held roles with increasing complexity, consulting with some of the top advisors in Canada on estate planning and Insurance concepts in both the corporate and personal settings. In 2020, Neel obtained his Qualified Associate Financial Planner (QAFP) designation, and in 2021 obtained his Certified Financial Planner designation. He continues to work towards relevant tax, estate planning, and insurance designations.

 

In his role as The Steele Group’s Estate and Insurance Planning Specialist, Neel continues to apply his knowledge and experience in estate planning and insurance to provide you with the highest quality advice in these very important areas of Financial Planning.