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O'Neill Private Wealth

Advice for all aspects of your financial well being

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O'Neill Private Wealth

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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.

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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

Brian O'Neill

Investment Advisor


Jami Taker

Administrative Associate



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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.

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

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Additional TD Specialists

Jeff HalpernBusiness Succession Advisor

John CerioEstate Planning Advisor

Jo-Anne RyanVice President, Philanthropic Advisory Services

Orlando ConsoliTax and Estate Planner


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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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