Tami McNeil, CFP

Tami has spent the majority of her life growing up in the Vancouver area. She currently lives in Coquitlam with her husband Doug and 2 daughters Jennifer and Adrienne.

She started her career in the financial services industry over 20 years ago working at Yorkshire Trust Company, Aetna Trust Company and The Trust Company of Bank of Montreal. In 2003 she joined Balanced Financial Services where she started her own practice as a financial planner before becoming a partner of Paragon Financial Services in 2007.

Tami is a Certified Financial Planner (CFP™) and a registered mutual fund representative with Investia Financial Services Inc. She is also a Life Licensed Qualified Practitioner (LLQP) specializing in various insurance products such as life, disability and segregated funds. She has completed the Canadian Securities Course and the Associate Certificate of Financial Management program through BCIT.  She is also a member of the Canadian Institute of Financial Planners.

When Tami is not in the office, you will find her enjoying her many interests such as scuba diving, skiing, horseback riding, dancing and traveling.