Todd O'Reilly Email & Phone Number
Senior Wealth Manager @ Scotiamcleod
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Todd O'Reilly Location
- Medicine Hat, AB, CA
Todd O'Reilly Work
- 2021 -now Senior Wealth Manager @
- 2007 -2021 Vice-President and Investment Advisor with O'Reilly Wealth Management at RBC Dominion Securities @
- 1979 -2007 Branch Manager, Commercial and Agricultural Credit Manager, Commercial Credit Supervisor @
Todd O'Reilly Education
- Acadia University
BBA, BA (Business, Economics)
1974-1979
Todd O'Reilly Skills
- Wealth Management
- Mutual Funds
- Retirement Planning
- Segregated Funds
- High Net Worth Individuals
- Investment Products
- Investment Strategies
- Estate Planning
- Insurance Planning
- Wealth
- ETFs
- Financial Planners
- Investments
- Portfolio Management
- Asset Management
- Strategic Financial Planning
- Investment Advisory
- Financial Advisory
- Retirement
- Mortgage Lending
- Credit
- Pensions
- Wealth Management Services
- Financial Planning
- Strategic Planning
- Customer Service
- Strategy
Todd O'Reilly Summary
- Todd O'Reilly, based in Medicine Hat, AB, CA, is currently a Senior Wealth Manager at Scotia Wealth Management. Todd O'Reilly brings experience from previous roles at RBC Wealth Management and TD Bank Group. Todd O'Reilly holds a 1974 - 1979 BBA, BA in Business, Economics @ Acadia University. With a robust skill set that includes Wealth Management, Mutual Funds, Retirement Planning, Segregated Funds, High Net Worth Individuals and more.
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