About Niel MacIntyre
My team is here to lower your stress and to let you have more time to spend with the people you care about, doing the things you love.
I provide holistic wealth advisory services to incorporated business owners and to philanthropists. Whether you are planning to sell your business or are contemplating giving a substantial gift to your favorite cause, we can help you make responsible investment decisions, maximize retirement assets and income, improve your tax situation, and build lifelong financial security. I collaborate with legal, tax, and charitable sector professionals to enable the execution of comprehensive and personalized financial strategies for my clients.
Prior to Edward Jones, I worked on Bay St. as an investment research analyst structuring bespoke, privately placed bond financing transactions for a multi-billion-dollar institutional private credit fund at a large Canadian bank.
I grew up in Nova Scotia and love spending time with my wife and young son, our rescued lab-shepherd Alta, and my family and friends. Free time is at a premium at the moment, but when we have it we do lots of outdoor activities: hiking, cycling, canoeing, camping, and especially downhill skiing. To balance out the quiet of nature, I bang on my drums. I really enjoy cooking, but the jury is still out on whether I am any good at it. One of my favourite pastimes is spending a warm summer night on a patio with the people I care about as I believe it’s simple pleasures that make life worth living. I am on the Board of the Maritime Conservatory of Performing Arts and am an active member of CAGP NS and the Greater Burnside Business Association.
Our team works best with:
PHILANTHROPISTS – we help you make substantial gifts in a tax-efficient manner, including integrating large gifts into your existing wealth / estate plan. We want to help you have the most impact with the least after-tax cost to you, or similarly, to create the greatest benefit for the causes and organizations you care about. We encourage parents to involve children in the gift planning process. This can help instill the giving mindset in younger generations which, for many parents, is the greatest impact and the most meaningful legacy they could hope for.
INCORPORATED BUSINESS OWNERS – we help you plan ahead for the sale of your business and your transition into and through retirement (or the next project). Tax-efficient preparation to sell, and management of the resulting capital post-sale, are two main focuses. We want to ensure that you get the most money in your pocket, and that that money lasts for as long as you, your family, and future generations need it. For business owners who are philanthropic, the point of a business sale is a great time to consider making a substantial gift so you can minimize your tax liability.