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Tim O'Neill
Wealth Advisor |
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Phone
Fax
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(780) 497-3230
(780) 497-3228 |
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Toll Free
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1-800-661-7137 |
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Email
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tim_oneill@scotiamcleod.com |
| I help my clients achieve peace of mind by providing trusted advice and personalized solutions to meet their financial goals. |
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Investment Philosophy and Process
I am committed to a conservative portfolio approach that is aligned with your personal risk profile and the required investment returns to meet your goals. I establish and deliver on your personal plan through a disciplined process. Through this process I closely monitor your portfolio and advise you on the required actions to keep it on track to meet your long-term goals.
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Service Approach
Trust is the most important factor in a successful advisor/client relationship. I am committed to providing my clients with objective analysis, professional advice, and prompt service on the financial issues that are of importance to them.
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Trusted Advice
Trusted advice is the cornerstone of my business. The industry-leading expertise and personalized solutions I deliver to my clients are the basis of that trust, and of our mutual success.
Total Financial Solutions: I am backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group. This allows me to access the required expertise to provide my clients with a comprehensive financial strategy that addresses all of their needs and goals.
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Mailing Address
Suite 2000, Bell Tower
10104 - 103 Avenue
Edmonton AB T5J 0H8
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Additional Team Members:
Ashley Woods
Administrative Assistant
(780) 497-3213
ashley_woods@scotiamcleod.com
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All insurance products are sold through ScotiaMcLeod Financial Services Inc. ScotiaMcLeod Financial Services Inc. is an insurance subsidiary of Scotia Capital Inc., a member of the Scotiabank Group. When discussing Life Insurance Products, ScotiaMcLeod Financial Planners are acting as Life Underwriters representing ScotiaMcLeod Financial Services Inc. |
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