Bill McNeil
Insurance Advisor, Life, Health & Wealth
Bill McNeil
Insurance Advisor, Life, Health & Wealth
Licensed for: Life, Health, Travel, Wealth, Retirement
Language: English
Appointment: In-person, Virtual
Store: Terry Fox & Hazeldean
www.linkedin.com/in/billmcneilottawa
Phone: (343) 574-1185
About Me
As an Insurance Advisor at RBC Insurance, I work with individuals, families, and businesses to create carefully crafted protection and wealth plans. To this end, I will often incorporate life, disability, critical illness, or business coverage to design a plan that works with you as you, your family, and your business grows. It's been my goal since I entered into the industry to be one of the most educated and competent advisors not only at RBC Insurance but in the industry at large. What drives me every day is the belief that clients deserve holistic advice and it is my duty and privilege to provide them with exactly what they need; no more and no less. Born and raised in the Ottawa Valley, connecting with residents of the area is important to me. I am the oldest of 4 siblings and have been fortunate to advise, teach and educate both clients and fellow advisors over the years.
My Experience
I've been in the financial industry for 30+ years with various financial institutions and have also been an instructor at Fanshawe College in London, Ontario. My role and experience has also allowed me to be a featured guest on CTV Morning Live and Rogers Daytime television – sharing my knowledge with the community in a way that is easy to understand. I spent my first 14 years of my career with RBC and am proud to be back to continue counseling clients as an Advisor with RBC Insurance. My areas of expertise are in estate planning, business planning, and high net worth wealth strategies. In terms of education, I graduated from McMaster University in 1990 with a Bachelor of Commerce degree.