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Brian O'Neill

Investment Advisor

  • MBA
  • CFP®
  • CIM®

Advice for all aspects of your financial well being

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Brian O'Neill

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Many can articulate the lifestyle they want and the goals they aspire to, but few can build the blueprint to get them there. People are typically more successful in achieving both when they:

  • Have a trusted advisor dedicated to helping them achieve their vision of success - guiding them through the ups and downs in life and the markets
  • Follow a disciplined process backed by an integrated wealth plan that incorporates the whole financial picture
  • Have specialists in estate, trust, succession and tax planning that collaborate together to create and implement sophisticated strategies to help grow and protect their wealth 
As a client at O'Neill Private Wealth, that is exactly what you will have. I lead a dependable team that delivers the best. 

My inspiration to make a career in helping people achieve financial security started when I was a young boy. I personally saw what financial insecurity looked and felt like. This inspired me to develop the necessary skills to become a successful investment advisor as I wanted to be able to help people avoid the financial pitfalls that can lead to uncertainty and stress. Growing up, I learned a lot from my parents and uncle who avid investors. I soaked up as much as I could from their experiences and became a voracious reader of books like The Wealthy Barber, Rich Dad Poor Dad, One up on Wall Street and The Book of Investing Wisdom. In 1998, I attained the required credentials and began my career in finance.

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I feel fortunate to have found a career where I have the same level of passion for it today, as the day I started. After 22 years in the industry, I can still say I love what I do. Helping clients navigate through the process, whilst minimizing the daunting tasks for them, so they can achieve their financial potential is extremely rewarding. I truly want to see them win because I care about them. I believe they deserve the best when it comes to wealth management.

In my career, I am most proud of the genuine relationships I have built with my clients and the feedback I hear from them. It's nice to 'think' you are doing a great job and measure the financial results. But for me, there is nothing more energizing then getting feedback directly from them that confirms they see it, feel it and are benefiting from it. My clients have described me as dependable, honest and relatable. They acknowledge my experience, skillsets and disciplined process.

Being a life long learner and enjoying learning certainly helps me bring the best to my clients. As the industry evolves, I ensure I finesse my approach and process. That is why I have continued to seek out educational opportunities and attain top industry credentials. I also strongly believe in the power of mentorship and the sharing of knowledge. That is why I became a mentor in the Brock University and TD mentorship program in 2006 and thoroughly enjoyed teaching personal financial planning in Brock's Faculty of Business.

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  • Certified Financial Planner (CFP)
  • Canadian Investment Manager (CIM)
  • Financial Management Advisor (FMA)
  • Certified Retirement Specialist
  • Masters of Business Administration (MBA) in Financial Services, Dalhousie University
  • Honors Bachelor of Business Administration, Brock University
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I grew up in the small town of Ingersoll and moved to the local area, St. Catharine's, when I began University. Soon after, I met my lovely wife Trish, who was from the area and we decided to plant roots here. Fast forward a few years and now we have a very lively household. Our three children keep us on our toes and often in the hockey rinks. Yes, big hockey family and big Toronto Maple Leaf fans. I am a volunteer coach of two teams – St. Catharine’s CYO Minor Hockey and Brock Junior Badgers Girls League.

If I have the time I love to get out for a game of golf and also continue to look for opportunities to give back to the community. I volunteered to be on the Board of Directors for Family and Children's Services Niagara (FACS) and part of the Governance Committee at FACS.

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O'Neill Private Wealth is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

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

LANGUAGES

English

EDUCATION

MBA in Financial Services from Dalhousie University, BBA with Honors from Brock University

COMMUNITY INVOLVEMENT

Volunteer hockey coach, Board of Directors for Family and Children's Services Niagara (FACS), Member of Governance Committeee at FACS

 

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.

Wealth Considerations

Investment Strategies

Banking and Credit Management

Retirement Planning

Protecting Your Assets

Tax Management

Passing on Your Wealth

Education Funding

Business Succession Planning

Planning for Major Purchases

Charitable Giving

Investment Strategies

An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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Additional TD Specialists

Howard BarnesHigh Net Worth Planner

Orlando ConsoliTax and Estate Planner

Jo-Anne RyanVice President, Philanthropic Advisory Services

John CerioEstate Planning Advisor

Jeff HalpernBusiness Succession Advisor


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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

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New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

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TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

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Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

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Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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