We’ll see you at the point.

Cedar Point Wealth specializes in helping individuals and families navigate the path to retirement with confidence and clarity.

Whether you’re approaching retirement or already enjoying it, our personalized financial planning ensures your wealth is structured to support the life you envision.

Learn about our process →

Our Team


  • Bio

    Evan Neufeld is a CERTIFIED FINANCIAL PLANNER® professional who has been guiding Canadians with their investments and long-term financial plans since 2016. In 2025, he opened Cedar Point Wealth, furthering his commitment to making personal finance simple and approachable so clients can live fully and retire confidently. As part of that mission, Evan launched The Canadian Money Roadmap podcast in 2020 and recently expanded to a YouTube channel, broadening access to financial education for all Canadians.

    Outside of work, Evan enjoys spending time with his wife and two daughters playing games, camping, and experimenting in the kitchen


  • Bio

    Krista is a Client Service Specialist with a strong background in customer service, management, and office administration. She’s been in her role since 2020 and is known for her attention to detail and clear, consistent communication. Krista completed the Canadian Investment Funds Course in 2022.

     Outside of work, she enjoys spending time outdoors with her husband and two children, who keep her active with their various activities.

    Disclaimer:
    Krista does not offer mutual fund business personally.


  • Bio

    Sam is an Associate at Cedar Point Wealth.

    Sam holds a PhD in History from McGill University. He is an expert in the economic history of pre-confederation Canada.

    Sam brings a historic perspective, as well as strong research, writing, and analytical skills to the Cedar Point team.  

    He is in the process of completing his investment licensing and financial planning courses.

    When he isn't at the office, Sam enjoys spending time with his wife and family, playing tennis, trying new recipes, and cheering on the Blue Jays.

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