The Beach Street Wealth Team
At Beach Street Wealth we create tailored strategic plans for you, with you, to achieve financial peace of mind.
We aim to provide extraordinary results and value by maximizing your income, assets, and tax planning.
We are proud to offer a true holistic approach by partnering with industry leading experts to manage all aspects of your financial life – beyond net worth, allowing you to live your best life.
Scott Neal
Founder & Chief Wealth Creator
Beach Street Wealth
Scott brings over 25 years of dedication to wealth planning, he stands as a testament to excellence and personal touch in the financial realm.
With a dynamic blend of expertise and charisma, he elevates financial planning beyond numbers offering expert financial guidance and leadership.
Scott’s clients laud his unwavering commitment, feeling valued and prioritized.
Scott infuses every interaction with energy and genuine care that truly sets Beach Street Wealth apart.
Sameer Ansari
Operations Manager
Sameer plays a critical role in guiding strategic initiatives and ensuring superior operational performance.
His focus on delivering comprehensive financial solutions empowers clients to make well-informed decisions, offering them a sense of security and opportunities for financial prosperity.
He leads policy formulation, enhancement of software systems, regulatory compliance, and operational process optimization.
Marjuvie Tamayo
Tax Lead and Client Support
Beach Street Wealth
Marjuvie possesses unique talents and excels in all aspects of our business.
Her expertise in personal and business tax accounting adds significant strategic value to each client’s experience.
She is a fun-loving individual with a passion for traveling and constantly expanding her financial knowledge.
Marjuvie is responsible for strategic preparation for client meetings and serves as your contact for day-to-day inquiries.
Please also reach out to Marjuvie with any tax related issues.
Jodi Cronje
Coach-in-Training
Beach Street Wealth
Jodi brings incredible energy to our team, and with her strong background in finance, we are thrilled to have her on board.
Having moved to Canada from South Africa in 2019, she’s an avid runner and is always training for another marathon.
In her role as a Coach-in-Training, Jodi is responsible for strategic preparation for client meetings and serves as your contact for day–to–day inquiries.