Bill McNeil
Insurance Advisor - Life, Health & Wealth @RBC Insurance
Ottawa, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2024 — Present
Insurance Advisor - Life, Health & Wealth @RBC Insurance
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Ottawa, CA
EDUCATION
N/A
McMaster University
B.Comm
SKILLS
Holistic Financial PlanningRetirement PlanningFinancial AnalysisRelationship ManagementResidential MortgagesInvestmentsRetail BankingPensionsCritical IllnessCreditPortfolio ManagementLoansFinancial PlannersAsset AllocationBankingMutual FundsRisk ManagementFinancial AdvisoryInvestment StrategiesAlternative InvestmentsWealth ManagementFinancial ServicesCredit AnalysisInvestment ManagementRefinanceCommercial LendingFinancial PlanningMortgage LendingFinanceConsumer LendingSecuritiesEstate PlanningInvestment AdvisoryLeadershipCredit RiskFixed AnnuitiesInsuranceEquitiesRetirementBonds
ABOUT BILL MCNEIL
I grew up in the Ottawa Valley as the eldest of four and was the first in my family to…
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