Verified recordFinancial Services

Connor Neil

Investment Advisor Assistant at Alterna Savings

Based in Ottawa, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Ottawa

Industry

Financial Services

Company size

638

Contact information

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Email

1 credit

c•••••••@alterna.ca

Phone

5 credits

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Background

About Connor Neil

With a strong foundation in finance and wealth management, Connor brings over three years of experience at Alterna Savings, where he has honed his expertise in client relations, investment administration, and regulatory compliance. As an Investment Advisor Assistant, he supports a $170 million book of business, ensuring accurate investment trades, tax preparation, and asset transfers while maintaining strict adherence to financial regulations. Connor holds an Advanced Diploma in Business Administration with a major in Finance from Algonquin College. His education has equipped him with a solid understanding of financial principles and the skills he applies daily in his role. Beyond finance, Connor is pursuing his passion for aviation. He is currently training at Rockcliffe Flying School, working toward obtaining his Private Pilot License. His background in finance, combined with his growing expertise in aviation, fuels his dedication to precision, problem-solving, and continuous learning.

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Connor Neil Email & Phone Number @ Alterna Savings | Kipplo Discover