
Adam O'neill Cfp Clu
Adam is a financial advisor with Sun Life Financial, providing holistic, comprehensive wealth, protection and planning solutions for... | Toronto, Toronto, Canada
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Adam O'neill Cfp Clu’s Emails ad****@su****.com
Adam O'neill Cfp Clu’s Phone Numbers No phone number available.
Social Media
Adam O'neill Cfp Clu’s Location Toronto, Toronto, Canada
Adam O'neill Cfp Clu’s Expertise Adam is a financial advisor with Sun Life Financial, providing holistic, comprehensive wealth, protection and planning solutions for high net worth clients, focused on senior executives and surgeons. Adam holds all three major designations (one of less than 1% of Advisor’s in Canada to achieve this), and sat for many years on the board of Advocis as the Chair of Regulatory Affairs and Governmental Relations. I am a Sun Life Financial Advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life Financial. A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnection Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.
Adam O'neill Cfp Clu’s Current Industry Advocis Toronto
Adam
O'neill Cfp Clu’s Prior Industry
Mo Da Wei Institute
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Brightchoice Lighting
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Umbra
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World Of Pia
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Sun Life Financial
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Bni Business Network International
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Bni Global
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Oneill Financial
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Advocis Toronto
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Work Experience

Advocis Toronto
Board of Directors Chair of Regulatory Affairs
Tue Mar 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time)
Oneill Financial
President
Sat Aug 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bni Global
Vice President, Committee Chair
Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Sep 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Sun Life Financial
Advisor
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Bni Business Network International
Committee Chair
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
World Of Pia
Director of Marketing
Mon Aug 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Umbra
Product Development and Quality Coordinator
Thu Apr 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Nov 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Brightchoice Lighting
President and owner
Thu Feb 01 2007 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri May 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Mo Da Wei Institute
Owner and Director
Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Feb 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time)
Mo Da Wei Institute
Manager, Trainer and Teacher
Sat Jun 01 2002 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)