Neil Lipman

Neil Lipman has held various roles in the financial industry. Neil worked at NEI Investments from 2002 to 2018, where they held positions such as Assistant Vice President, Sales and Vice President, Business Development. In 2011, they joined Brompton Group as a Regional Vice President, Sales. Neil then moved on to Kingwest & Company in 2010 as Vice President, Client Relationships. From 2013 to 2018, they worked at NEI Investments again, this time as Vice President, Business Development. Most recently, they have been working at Aviso Wealth since 2018, where they have held the titles of Vice President, Business Development and Strategic Initiatives and Vice President, Business Initiatives and Operations.

Neil Lipman has a Bachelor of Arts degree in Political Science from York University, which they obtained from 1998 to 2001. In 2018, they earned a Leadership and Management Certificate from The Wharton School. In 2022, they completed the MBA Essentials Certificate program at the University of Toronto - Rotman School of Management.

Additionally, Neil holds certifications including Responsible Investment Specialist from the Responsible Investment Association and a Certificate in Advanced Investment Advice from the Canadian Securities Institute (CSI). Neil is also a Chartered Investment Manager (CIM) through the CSI.