Neela White, FCSI®, CIWM®, CIM®, CPCA®,EPC™,CEA®

Neela White is a passionate advocate for open discussions and preparation for life-changing illnesses, helping families understand the financial and emotional burdens of long-term care. Her relatable style encourages families to plan for longevity and explore viable options. Drawing from her experience working in long-term care and as a caregiver for a decade, Neela offers empathetic financial guidance.

Neela is a partner and co-founder of Blue Wing Advisory Group, Raymond James Ltd., with over 29 years in the financial industry. She provides inclusive wealth management services as an aging specialist and senior portfolio manager. She holds degrees in Psychology and Gerontology and a certificate in Thanatology. Additional certifications include Certified Professional Consultant on Aging®, Elder Planning Counselor™, and Certified Executor Advisor®. She is also a Certified Patient Navigator and Certified Dementia Care Provider™, with training in MAiD and death doula services. She has also completed the U-First® program and Last Aid®.  

An active speaker on caregiving, cost aging, health care navigation, and longevity planning, Neela participates in conferences, panels, media interviews, podcasts, and educational events. She has been featured in various industry publications, is a member and presenter for the Canadian Securities Institute and was a participant in their Financial Health Seniors Initiative. She is a frequent guest on BNN Bloomberg TV, and a contributing author for Advisor.ca and Investment Executive.  She has been interviewed by the Globe and Mail, Healthing.ca and Wealth Professional as the RJ spokesperson for Brain Health. She is also an educational sponsor and presenter for the Empowered Seniors Speakers Series, a program dedicated to informing and educating seniors on a variety of timely and pertinent topics. More recently, she has joined the faculty for the Canadian Initiative for Elder Planning Studies. In 2024, she was awarded Woman of Distinction Raymond James Canada.

Neela created the educational webinar series, The Open Dialogue on Aging™, and authors the newsletter Perspectives on Longevity™. She is currently working on a book for caregivers, care recipients, and the sandwich generation.