Allie O'Neill

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Canada
Calgary, AB
Allie O'Neill

Certified Financial Planner Professional (CFP®) | Wealth Advisor | Wealth Transition Specialist at CIBC Wood Gundy. Let’s connect!

Guiding Central Alberta clients with personalized, tax-smart strategies for retirement, investment, and legacy planning. With over 16 years of experience in the financial industry, Allie O’Neill is proud to serve families and business owners as a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor, supporting clients throughout Central Alberta. Originally from London, Ontario, Allie began

her career in Windsor while attending university, working her way up from a bank teller to roles in personal and business banking, lending, and private wealth management. This diverse background has given her a comprehensive understanding of the unique financial needs and opportunities her clients face. Now happily settled in Carstairs with her husband and energetic nine-year-old son, Allie is passionate about helping Central Albertans build secure, confident financial futures. She believes in clear, personalized advice and ongoing support, so you always feel empowered to make the best decisions for your family or business. Deeply involved in her community, Allie can often be found cheering at the hockey rink, curling with friends, or enjoying summer weekends at Rocky Mountain House. She’s committed to lifelong learning and holds a Bachelor of Arts in Political Science from the University of Windsor. Ready to take the next step in your financial journey? Reach out to Allie for guidance you can trust—and a partnership you can count on.

09/03/2026

Be honest with me, Central Alberta. How many hours into harvest are you before your back starts demanding retirement? 🚜

If you're out in the dust this week, here are 5 signs you might be ready to start talking transition:

1. Your combine seat lost its cushion three years ago, and getting down that ladder feels like an Olympic event.

2. The kids want to upgrade the monitors, and you're still defending equipment that requires a hammer to fix.

3. You told the family "we'll talk about the plan after harvest" for the fifth year in a row.

4• You've started looking at winter getaways where plugging in a block heater isn't part of daily life.

5. You love this operation with everything you've got, but you'd way rather bring the crew lunch and hang out with the grandkids than deal with a midnight belt blow out.

Passing the torch doesn't happen overnight, but getting the conversation started takes a huge weight off everyone's shoulders.

What is the biggest question you have about farm transition? Let me know below!

09/02/2026

Calling all Central Alberta women in ag! 🌾

If you help run a family farm or ranch, you cannot afford to sit this one out.

I will be presenting at the Ladies Livestock Lessons on January 14, 2027, at the Madden Community Centre. We are having honest conversations about farm transition, retirement planning, and making sure you have complete confidence in your family financial roadmap.

It is going to be an unforgettable day of connection and real takeaways.

Grab your seat using the link in the first comment below 👇

08/31/2026

And just like that, I have a middle schooler. 🎒

Growing a business takes a lot of time, energy, and juggling schedules. But being able to hit pause this morning and walk my boy to school for day one is the exact reason I do what I do.

We work hard to build a good life, but getting to be fully present for these little milestones is what truly matters most.

Hope all the Alberta parents are holding it together today.

08/27/2026

What costs more: working 40 hours a week or having 12 hours of open free time on a Tuesday?

Around here, winter has a funny way of changing our retirement plans once golf season ends!

Planning isn't just about reaching a target number. It's about funding the everyday life you want to live once you stop working.

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

08/26/2026

Still smiling after such a fun trip!

I was out in Toronto last week for the 2nd annual CIBC Women's Network Design Challenge at the gorgeous CIBC Square. It was so great to explore the city again, but getting to collaborate with such a sharp, funny, and supportive group of women was hands down the highlight.

We had so much fun tackling big ideas together. I am so glad to be back home in Central Alberta, completely energized and ready for the week ahead!

08/18/2026

You can't play golf every single day, and winter always shows up on time in Alberta.

Most folks know exactly what they're retiring from: the early alarms, the busy routines, and the daily commute.

But my favourite part of this job is helping families figure out what they're retiring to!

Because once you step away from work, every dream has its own price tag:

• Spending the entire summer out at the trailer with the kids and grandkids

• Picking up new hobbies that need gear, tools, or garage space

• Escaping the cold for warmer weather every winter

• Budgeting for help around the house when the yard work gets a little heavy down the road

A real retirement plan isn't just about saving money in an account. It's about making sure you can actually enjoy the life you spent decades working toward.

Send me a quick message if you want to chat about how this might impact your family.

08/13/2026

Pretty sure I am living in a Where is Waldo book this summer! 🕵️‍♀️

I stopped into another local branch this week to spend the day connecting with our team. Can you guess which location I was at?

Let me know in the comments below!

08/12/2026

Honestly, if my job was just picking stocks and watching market charts all day, I'd get bored fast.

That's not why I do what I do. When families come to see me, they aren't looking for someone to just gamble on the stock market. They want a quarterback.

They want someone who sits down with them over coffee and looks at the whole picture. How to handle short term goals without losing sight of retirement. How to keep the CRA from taking the first cut of their hard earned estate so their kids actually get what was meant for them. And how to handle the heavy stuff, like planning for long term care when a parent needs extra help.

I don't measure success over a few months or a couple of years. My goal is to be in your corner for the next 20 to 30 years, walking through every stage of life together.

Send me a quick message if you want to chat about how this might impact your family.

08/09/2026

Six months of planning, a party bus full of friends out to Invermere, and it starts pouring rain just as we pull up to the course!

We sat through an hour rain delay and started our round in the drizzle. But by hole two, the sun broke through and turned it into a gorgeous 27 degree day on the course.

Sometimes you just have to wait out the storm to get to the good part!

What is the craziest weather turn you've experienced on a summer trip? Let me know!

08/06/2026

A retirement plan should never sit on a shelf gathering dust. Life moves fast and priorities shift!

I sat down with a family earlier this year to map out their retirement. Just a few months later, they are looking into moving provinces, their daughter adjusted her university timeline, and they bought a new truck and travel trailer.

None of those changes were in the original blueprint. But we didn't throw it out! We just sat back down and updated it to match their new reality.

That is the key to staying on track. You need a strategy that moves with you when life happens.

Has your family timeline shifted since you last looked at your retirement plan? Let me know below!

Address

500 Centre Street SE 27th Floor
Calgary, AB
T2G1A6

Telephone

+14032312553

Website

http://www.allieoneillwealth.com/

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