O'Neill Private Wealth
O'Neill Private Wealth
Advice for all aspects of your financial well being
Life can be busy, complex and often pressed for time. That’s why we want to simplify the financial portion of it for you. Our goal is to help you achieve the life you envisioned - enjoy your success, have confidence in your future and share your time with those that matter most to you.
We're relentless in our commitment to:
- Getting to truly know you and what you want in life
- Acting as a steward to help you grow and preserve your wealth
- Ensuring the right strategies are in place to achieve your goals for today, tomorrow and your legacy
- Evolving your wealth plan and our approach when circumstances in life change
- Keeping it simple: there’s no reason for information overload - we will sort through it all and bring you the key elements so you understand the decisions regarding your future
How we help
We provide a full suite of wealth planning and investment management services to synchronize all facets of your financial well-being.
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Charitable giving
- Education funding
- Estate and legacy planning
- Credit and lending
- Business succession planning
- Behavioural coaching
*Certain services listed above are provided in collaboration with TD specialists.
You deserve the best, experience the difference.
Rest assured knowing the management of your wealth is in the hands of a team you can trust, count on and who are dedicated to you.
Our clientele
Our clients are typically well established in life, their career or both. Their success brings a level of complexity to their wealth management needs that is best taken care of by a dedicated team of professionals with the experience, resources, technology and expertise that our team has.
Serving clients across Canada
We invest the time to get to know you on a deeper level so we can better anticipate your needs and exceed your expectations. Our interest is genuine. We enjoy developing long lasting relationships with each client and it shows. Many of our clients have been with us for decades. We know their in’s and out’s. This allows us to provide tailored advice based on their goals, family dynamics and behavioural tendencies.
Serving clients across Canada
- Individuals and families
- Executives & professionals
- Business owners & entrepreneurs
- Pre-retirees & retirees
- Charities & philanthropists
We invest the time to get to know you on a deeper level so we can better anticipate your needs and exceed your expectations. Our interest is genuine. We enjoy developing long lasting relationships with each client and it shows. Many of our clients have been with us for decades. We know their in’s and out’s. This allows us to provide tailored advice based on their goals, family dynamics and behavioural tendencies.
