Neil Wallace, TRG Advisor
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OUR
ADVISORS

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NEIL WALLACE

Principal

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Specializes in : Benefit consulting, customized group retirement plans, competitive analysis for benefit plans and strategic planning for group plans
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Nell-Wallace
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GET TO KNOW NEIL

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MORE ABOUT NEIL

Neil combines a passion for recruitment and retention with an expertise in working with high-tech companies, making him a consultant of choice for up-and-coming firms with young teams and big goals.

He believes that the first critical step of a successful partnership is building a solid relationship, and looks to partner with groups that share his vision and values. Those who do will benefit from Neil’s wealth of experience and thorough understanding of best practices as he helps proactively manage their benefit programs in an efficient, cost-effective way.

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Neil earned his Bachelor of Arts Degree in Business from Monmouth College, Illinois, before starting his career as an Underwriter in 2003, and joining TRG as an Advisor in 2006. A lifelong learner, he actively participates in workshops to stay current with developments in the group benefits and retirement industry. He’s also a busy father of two, and spends much of his free time on the golf course or soccer pitch, either coaching his boys or playing on a variety of teams.

Message for Neil


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  • Neil's
    ADVISOR
    TEAM

  • Larry Antonation

    Expert in: Retirement consulting, strategic planning, communication strategy, plan design, investment review, and governance

    Phone: 604.714.4860
    Email: lantonation@trggroup.com

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NEIL'S TESTIMONIALS

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  • I would not hesitate in recommending TRG, and Neil and Barb, for their exceptional professionalism, expertise and customer service.

    Doug Newton
    Controller
    Douglas Lake Equipment Ltd.

    Client since 2011

  • Neil and Barb are key partners at our organization as they play an active role in managing our benefits plan. Conducting periodic plan reviews, delivering employee presentations, and advocating on our behalf to insurance companies are just a few of the services that they provide.

    Nicla Bolognese
    Michael Smith Foundation for Health Research

  • I would not hesitate in recommending TRG, and Neil and Barb, for their exceptional professionalism, expertise and customer service.

    We brought TRG in as our consultants, over 5 years ago now, to evaluate our benefits plan as we restructured our company. They designed a plan with considerable improvements and savings, which they effectively and efficiently implemented.

    Since then, and as our company has evolved, Neil has made suggestions for improvements to the plan always aware of the financial impact. 2 years ago, on Neil’s advice we moved to an ASO plan more appropriate for our organization, and this has resulted in substantial benefits and savings straight to our bottom line.

    I would not hesitate in recommending TRG, and Neil and Barb, for their exceptional professionalism, expertise and customer service.

    Doug Newton
    Controller
    Douglas Lake Equipment Ltd.

    Client since 2011

  • Neil and Barb are key partners at our organization as they play an active role in managing our benefits plan.

    I first started working with Neil and Barb when I was employed at a different organization. Their personalized service approach, in-depth industry knowledge and genuine care were so exceptional that I knew it was a sound decision to bring them on-board at the MSFHR.

    They work with us in an advisory capacity so we can always rely on their support and sensible advice when making decisions on our group benefits plan – and they go about things in a very strategic way. For example, they audited our plan design and identified several areas where we were able to enhance our coverage without a financial impact. They also recommended creative solutions which were easily implementable and had a minimal effect on our employees.

    Neil and Barb are key partners at our organization as they play an active role in managing our benefits plan. Conducting periodic plan reviews, delivering employee presentations, and advocating on our behalf to insurance companies are just a few of the services that they provide. And not mention their patience in answering our questions, big and small.

    Suffice to say, I highly recommend Neil and Barb to your team as they truly care about having a positive impact on our business and staff.

    Nicla Bolognese
    Michael Smith Foundation for Health Research

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NEIL'S LATEST BLOG POSTS

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What Does My Group Benefit Plan Cover?

By Neil Wallace on May 4, 2015

Generational Differences

By Neil Wallace on October 14, 2014

Plan Administrators – Due Diligence

By Neil Wallace on July 21, 2014

What are CAP Guidelines?

By Neil Wallace on April 21, 2014

Stop Loss

By Neil Wallace on December 18, 2012

Fully Insured

By Neil Wallace on September 17, 2012

Retention Accounting

By Neil Wallace on June 12, 2012

Self Insurance

By Neil Wallace on March 6, 2012

GET IN TOUCH WITH NEIL

Learn how Neil can help with your group benefits.

Phone 604.714.4641, email nwallace@trggroup.com or send a message.

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