Tim O'Toole

R.F.P., Business Development Manager

With over 15 years experience as an advisor under his belt, Tim knows what it’s like to be in your role. Whether it’s finding more clients or taking better care of the ones you have now, Tim will share ideas and help you get there. Working with advisors every day gives him a large resource of ideas and information to draw from in taking you to the next level.

Tim assists advisors in Manitoba and Saskatchewan in reaching new markets and building their business. Whether it’s concept training, business consulting, or prospecting support you need, he has the skills and experience to help you reach your goals. Tim provides assistance with product illustrations, portfolio analysis, and solutions for larger cases. He bears the Registered Financial Planner (R.F.P.) designation from the Institute of Advanced Financial Planners, representing the highest standard of excellence in the competency of financial planning.