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Brian O'Neill

Investment AdvisorCertified Retirement Specialist

  • MBA
  • CFP®
  • CIM®

"Working together to help you achieve what truly matters to you"

I have been working for TD for more than 16 years helping clients manage their investment needs. I provide comprehensive wealth management advice and solutions to individuals, small business owners and their families.  I have Masters of Business Administration in Financial Services from Dalhousie Univeristy.   I also have an Honours Bachelor of Business Administration degree, from Brock University.  I have successfully completed the following financial services designations, Certified Financial Planner (CFP), Canadian Investment Manager (CIM), and Financial Management Advisor (FMA).  I have a vast array of resources at my fingertips which I employ to develop integrated, comprehensive and customized wealth management solutions with an emphasis on capital preservation and tax efficient growth.   My wife Trish and I are kept busy with 3 active children, Maeve, Brady and Darci.  Since 2007 I have volunteered some of my free time to sit on the Board of Directors for Family and Childrens Services Niagara (FACS). I sit on the Governance committee at FACS.  As an alumnus of Brock University I have been a mentor in the Brock-TD Canada Trust mentorship program since 2006.     In 2011 & 2012 I taught a 3rd year course in Personal Financial Planning in Brock’s faculty of Business. 

ADDITIONAL CONTACT

Toll Free: (866) 834-0203
Fax: (905) 682-2601
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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