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
- Senior Wealth Manager @ (April 2021 - Present)
- Vice-President and Investment Advisor with O'Reilly Wealth Management at RBC Dominion Securities @ RBC Wealth Management (January 2007 - April 2021)
- Branch Manager, Commercial and Agricultural Credit Manager, Commercial Credit Supervisor @ (January 1979 - January 2007)
Todd O'Reilly Education
- Acadia University
BBA (BA, Business, Economics)
1974-1979
Todd O'Reilly Skills
- Asset Management
- Credit
- Customer Service
- ETFs
- Estate Planning
- Financial Advisory
- Financial Planners
- Financial Planning
- High Net Worth Individuals
- Insurance Planning
- Investment Advisory
- Investment Products
- Investment Strategies
- Investments
- Mortgage Lending
- Mutual Funds
- Pensions
- Portfolio Management
- Retirement
- Retirement Planning
- Segregated Funds
- Strategic Financial Planning
- Strategic Planning
- Wealth
- Wealth Management
- Wealth Management Services
- 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 in BA, Business, Economics @ Acadia University. With a robust skill set that includes Asset Management, Credit, Customer Service, ETFs, Estate Planning and more.
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