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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.
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
Our combination of knowledge and extensive experience backed by the strength of TD Wealth makes us an ideal choice for established individuals and families. Our founder, Brian O’Neill, is a local Ontarian. He is incredibly dependable, honest and active in the community.
We provide a full suite of wealth planning and investment management services to synchronize all facets of your financial well-being. *Certain services listed above are provided in collaboration with TD specialists.
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 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.
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.
Let’s coordinate a complimentary meeting. We will review your portfolio and discuss your circumstances, aspirations and the current plan you have to achieve them. If we see opportunities, we’ll share them with you and explain the what, why and how with no additional obligation. Reach out to us at Brian.O'Neill@td.com or call (905) 704-1070.
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.
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.
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.
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
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.
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
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Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
John Cerio
Estate Planning Advisor
Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
Orlando Consoli
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
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