Allie O'Neill

07/16/2026

What day is it again? 🤠

After ten days of pancakes, loud music, and rodeo stands, the Calgary Stampede is officially in the books. We took it all in with our clients, friends, and family, and it was easily one of the best years yet. My coffee intake has definitely hit an all time high.

Having lived in Alberta for over ten years, I am always amazed by how tight knit and supportive our community really is. We are so lucky to call this place home and work with such wonderful people in our local area.

Now, it is time for a family break. We are heading out to BC for a vacation to relax by the water, hit the golf course, and just slow down for a bit.

Have a wonderful rest of your week, everyone!

Where is your favorite place to head for a quick summer getaway? Let me know below!

07/10/2026

We're already nearing the end of the Calgary Stampede! 🤠

I was watching the rodeo events this week and thinking about how getting bucked off is a lot like hitting a rough patch with your finances or your retirement timeline. When you get knocked down hard who is helping you get back up? Having a solid plan that keeps you steady during the ride and a partner to help you recover when things get bumpy makes all the difference for your family's future.

Reach out to my office if you would like to schedule a coffee chat to review your current strategy.

07/01/2026

Happy Canada Day! 🍁

I love living and working in Central Alberta. Our communities are built on supporting one another. When it comes to your financial future working with an advisor who truly lives in and understands our local community makes all the difference.

What is your favorite local business to support? Let me know below!

06/30/2026

We're officially halfway through the year.

Most people focus on fresh starts and big goals in January. But honestly summer is when the real progress happens. It's the perfect time to pause and look at where things actually stand before the fall rush hits us.

Think of it as good course management! You don't need to overhaul your entire plan. You just want to make sure your retirement timeline and investment strategies are still moving in the right direction. Taking thirty minutes to review things now saves a lot of headaches when December rolls around.

Reach out to my office if you would like to schedule a coffee chat to review your current strategy.

06/26/2026

The pro rodeo in Ponoka never disappoints! 🐎

I had such a wonderful time last night watching the action with our CIBC team and a few of our great clients.

It's always so nice to step away from the office and share some laughs and good company right in our own backyard.

06/24/2026

Such a wonderful evening in Red Deer last Wednesday! ☕🏡

Shannon Lukens and I hosted our 'Living Legacy' seminar, and it completely filled my cup. We purposely kept the guest list small so we could actually talk with people instead of at them, and it turned out to be the best decision.

The room was filled with such great people. We had non-stop questions and engagement, and it is always so special to see a community come together to share their own experiences with one another.

My biggest takeaway from the evening? Too many of us are putting off these big family conversations about our homes, our equity, and our future plans until it's too late. It was a great reminder that it is never too early to just sit down and start talking.

Thank you so much to everyone who spent their Wednesday evening with us. I loved every minute of it!

06/17/2026

Still buzzing a bit from Friday’s Central Alberta First Industry Connector's Forum! 🎉

You know what was really cool about this event? They didn’t just invite businesses to hand out business cards. They actually got government folks, community groups, and financial teams in the same room to talk directly with local owners about how we can actually support our local economy.

My amazing CIBC partner Shannon Lukens and I were so proud to sponsor the Learning Labs and represent the Access to Capital team. We spent the day talking to so many of you about the practical stuff—how to fund your business growth safely using our CIBC Wood Gundy wealth advice and her lending magic. 📈🤝

It is so much fun getting out from behind the desk and hearing what you’re all building this year. A huge thank you to everyone who worked so hard to put this together, and to everyone who pulled up a chair at our setup to say hi!

If you went on Friday, what was your favorite part of the day? 👇

06/12/2026

Today is the day, hope to see you there!

One of the things I enjoy most about my role is collaborating with great people.

That's why I'm excited to be joining Shannon Lukens at the Central Alberta Industry Connector Forum on June 12 at Olds College.

We're proud to be supporting the event as a Learning Lab Sponsor through CIBC.

Whether it's helping clients navigate big financial decisions or connecting them with the right professionals, I've learned that the best solutions rarely come from one person.

Looking forward to a great day of learning, conversations, and connections across Central Alberta.

Hope to see you there! 😊

06/12/2026

Earlier this week, I had a fantastic time visiting the Olds College campus with our Community General Manager, Ed! 🚜🏗️ We took a tour of the W.J. Elliot (trades) Building and saw the amazing renovations happening on site.

Working with local families every day, I know just how essential the trades are to Central Alberta. It’s so inspiring to see this kind of growth and investment right in our own backyard, and to see our province truly embracing the need for more skilled workers.

As economist Benjamin Tal recently said, "Blue is the new white [collar]" in the future world of AI. The trades are more important now than ever!

At CIBC and CIBC Wood Gundy, we are always looking for ways to partner with and uplift our local community. I am so proud to see the next generation getting the hands-on training they need to build our future.

06/11/2026

Only a few seats left for next Wednesday! ⏳🏡

If you’ve been on the fence about joining us in Red Deer, now is the time to secure your spot. Watch to see what we are covering, and hit the link to register before we completely cap the room.

👇 Grab one of the final spots here: https://bit.ly/4vFFJ4W