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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.

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  • 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.

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how we help.pngWe provide a full suite of wealth planning and investment management services to synchronize all facets of your financial well-being. 
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*Certain services listed above are provided in collaboration with TD specialists.

you deserve the best_ experience the difference.pngRest 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.

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our clientele.pngOur 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.

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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. 

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interested in becoming a client.pngLet’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.

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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

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Meet The Team

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

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.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

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

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

Do you know someone who would benefit from our services?