Ryan Neilsen

Wealth Advisor
Thrive Wealth Management

popup medal icon RIA: Certified

A good financial plan is vital, but does not need to be over-complicated. My approach is to help my clients identify their goals and advise them on how to achieve financial success. I have 14 years of experience in guiding clients successfully through their wealth transitions.

I am committed to helping investors align their investments with their personal values

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
Minimum Account Size

$500,000+

Investor Type Dealt With

Individual

Type of License

IIROC

Provinces Licensed In
  • Alberta
  • British Columbia
  • Saskatchewan