Experience counts - MacNeal Team

Ken MacNeal
Director, Wealth Management & Portfolio Manager

For 40 years, Ken MacNeal has been a Vice President with a number of bank-owned investment dealers. Ken is a Portfolio Manager who has experienced many boom and bust cycles and takes action accordingly.  Ken is a long-time student of the markets.

His knowledge aids both his clients’ business decisions, as well as their personal investments. Ken’s clientele is comprised of high net worth individuals who are planning for successful retirement, or have recently retired. Ken would love to share his insights with you.

Ken meets quarterly with his clients to discuss their performance results, what’s happening in the world, and the resultant strategy for their future investments. Ken encourages clients to call him day or night if they have questions or if they have ideas to share. He is a truly unique investment advisor who works with many long-term clients. Call us to learn more about how the team can help you. Ken is accepting new clients.

As a result of so many achievements in 2016 and before, Ken MacNeal is honoured to be chosen as a 2017 finalist in the “Portfolio Manager of the Year Award” from Wealth Professional Magazine.

Cecilia Cristobal FCSI
Associate, Wealth Planning

Cecilia Cristobal has worked with Ken MacNeal and his clients since 1988. She is responsible for wealth planning and ensuring the timely implementation of these strategies. Cecilia also assists Ken with trading as she is versed in equities, options and fixed income products.Cecilia is a Chartered Investment Manager (CIM®) and a Fellow of the Canadian Securities Institute (FCSI).

Cecilia is also a Certified International Wealth Manager CIWM ®, a designation she achieved after a successful completion of the Strategic Wealth Management Course offered by the Canadian Securities Institute. This provides the team with further expertise in meeting the needs of clients who want a more comprehensive wealth management approach that utilizes the guidance of other specialists in the field.