Neela White

Portfolio Manager, 3Macs

Neela advocates the open discussion and preparation for 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 then towards a fresh conversation about viable options. Neela presents an empathetic approach when assisting clients with their finances and draws on her firsthand experience of being caregiver to her parents for more than a decade.

Neela White is a portfolio manager at 3Macs, a division of Raymond James Ltd. with more than 23 years of experience working in the financial industry, providing insight and inclusive wealth management services for a variety of clients.

She is both a graduate from the University of Western Ontario with a degree in psychology, and from McMaster University with a degree in gerontology. In addition, she is a Certified Professional Consultant on Aging (CPCA), an Elder Planning Counselor (EPC), and a Certified Executor Advisor (CEA). Portfolio Manager with a twist, she has completed Patient Navigation Certification at York University, death doula training through Home Hospice, and is working on a Thanatology program at Humber College.

As an active speaker on the subject of caregiving, the cost of aging and the sandwich generation, Neela often participates in conferences, interviews, podcasts and educational events.

Of note, she has appeared at Season Four of The Wealthy Life, was a keynote speaker at the Wealth Professional Summit, an active member and presenter for the Canadian Securities Institute Financial Health for Senior’s initiative. She has also been featured in industry publications.