Qualified Associate Financial Planner and Elder Planning Counselor TabPollock’s focus is helping people understand, simplify and navigate thecomplex aspects of their long term financial plan. As a well-respectedadvisor with Neil and Associates for over a decade, Tab possesses awealth of knowledge and expertise when it comes to setting up his clientsfor future success.Tab brings a genuine passion and pride to his work as an InsuranceAdvisor and Investment Representative. Licensed in mutual funds, Tabalso assists clients with financial, retirement and estate planning as wellas investing. His honesty and loyalty paired with his respectful, thoroughapproach means he takes ample time to educate his clients, ensuring theyhave all the information they need to make sound decisions, protectthemselves and achieve their financial goals.Tab is a proud past President and member of Swan City Rotary as well asa past President of the Grande Prairie and District and Alberta Chambersof Commerce.Outside of work and volunteering, Tab likes to keep an active lifestyleplaying hockey and golf, spending time with his family and travelinginternationally.

Whether your financial goals include buying a home, paying for a child’s education, building a successful business or retiring comfortably, I can help you get there.Contact me today to find out how I can help you achieve your goals and dreams at all stages of life.Using mutual funds and other investment tools, I help individuals, families and businesses manage their investments.I advise which products are suitable for a client based on their goals, and manage their relationship with the mutual fund dealer – this includes handling applications, processing transactions, explaining statements, etc. Insurance products, including segregated fund policies, are offered through Neil & Associates, and Investment Representative Tab Pollock offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

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