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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c•••••••@alterna.ca
Phone
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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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