William O'Hara

William O'Hara Email and Phone Number

O'Hara Insurance @
William O'Hara's Location
Ottawa, Ontario, Canada, Canada
William O'Hara's Contact Details

William O'Hara personal email

n/a
About William O'Hara

RBC Dominion Securities 1987-2003 Investment Advisor. Licensed for Securities and derivatives . Portfolio Hedging. 1995 licensed for Insurance for estate planning. Tetra Speakers 2006-2007 CIBC Wood Gundy 2007 - 2009 Full Service Investment Dealer retirement planning , estate planning and portfolio management. Manulife Securities 2009- 2011 Increased focus on insurance and Estate planning.O'Hara Insurance and Benefit Consulting 2011 to present. Independent insurance broker and estate planner. Retirement planning for grandchildren VP Sales and Marketing. Worked with elite network of Classical and Jazz Musicians expanded the brand to US and European markets . Referrals by Herbie Handcock Ron Carter Dave Holland and Quincy Jones led to worldwide sales increases

William O'Hara's Current Company Details
O'Hara Insurance

O'Hara Insurance

O'Hara Insurance
William O'Hara Work Experience Details
  • O'Hara Insurance
    President
    O'Hara Insurance Jul 2011 - Present
    677 Buxton Cres. Ottawa On K1V 7H7
    After over 20 years in investments and insurance, I've decided that my clients would be better served if chose one and focused on it exclusively.I offer my clients and their families financial protection fromserious illness , severe injury, and loss of life.I assist clients in protecting client estates from tax liabilities. For retired or retiring clients , we provide a tax efficient steam of guaranteed lifetime income, with lifetime annuities.
  • Ottawa International Jazz Festival
    Board Member
    Ottawa International Jazz Festival Jul 2009 - Present
    With twenty years experience in the investment industry, I take a client focused approach in all my dealings, recognizing that each individual has different goals, dreams, levels of expertise and wealththat will forge their decision making,Building a strong relationship witheach individual while serving their specific needs is essential,Listening carefully to client needs helps create a strong foundation for successfully managing their assets.Though my core expertise is with investments such as stocks bonds ETF's, trusts, and funds, I also serve as a financial quarterback, directing clients to a team of top professionals in areas of tax, estate planning, banking, legal, accounting, pensions, benefits and other relevant services.
  • Rotary Club Of Ottawa
    Program Chair
    Rotary Club Of Ottawa 2003 - Present
    I select and book an interesting array of speakers from local community and business leaders, through experts on subjects as diverse as particle physics to the study of glaciers.
  • Manulife Securities
    Investment Advisor
    Manulife Securities 2009 - 2011
    Provided full service portfolio and investment services to my clients. Alsooffered group insurance and individual life and living benefits .
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  • Cibc Wood Gundy
    Investment Advisor
    Cibc Wood Gundy Feb 2007 - May 2009
    50 O'Connor St. Ste 800 Ottawa On
    Wealth Management - Investment portfolio work. Estate Planning and Insurance.
    View
  • Tetra Speakers
    Vp Business Development
    Tetra Speakers 2005 - 2006
    Made contacts in the music industry with , engineers, producers and professional musicians in order to sell Tetra Speakers and get professional endorsements. All our endorsements were unpaid for.
  • Rbc Dominion Securities
    Investment Advisor
    Rbc Dominion Securities 1987 - 2003
    Managed investment portfolios, provided personal risk management solutions through insurance.
    View

William O'Hara Skills

Investments Wealth Management Estate Planning Insurance Retirement Leadership Retirement Planning Risk Management Strategic Planning Business Development Wealth Portfolio Management Strategic Financial Planning Employee Benefits Pensions Crm

William O'Hara Education Details

Frequently Asked Questions about William O'Hara

What company does William O'Hara work for?

William O'Hara works for O'hara Insurance

What is William O'Hara's role at the current company?

William O'Hara's current role is O'Hara Insurance.

What is William O'Hara's email address?

William O'Hara's email address is wi****@****ties.ca

What schools did William O'Hara attend?

William O'Hara attended York University, St Michael's College School.

What are some of William O'Hara's interests?

William O'Hara has interest in Rock, Jazz Blues, Classical, Enjoy Live Music, Play Hockey Golf And Tennis.

What skills is William O'Hara known for?

William O'Hara has skills like Investments, Wealth Management, Estate Planning, Insurance, Retirement, Leadership, Retirement Planning, Risk Management, Strategic Planning, Business Development, Wealth, Portfolio Management.

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