Welcome to The O'Neill Wealth Management Group
As you progress towards achieving your goals in life, you may discover your financial affairs becoming increasingly complex and more demanding of your time. You may not want your finances to be your primary concern and, as such, require professional assistance with the management of your wealth. Our team takes our responsibility for managing that wealth very seriously. We understand relationships based on trust and confidence are built over time through consistent and reliable service.
Recognized as one of the leading Portfolio Managers in an elite group within RBC Dominion Securities who offer discretionary investment management (PIM), The O'Neill Wealth Management Group provides a comprehensive range of customized wealth management services to fit your unique circumstances. Providing you with the service you need, Maureen O'Neill's professional team of service-oriented partners and associates are; Jennifer Shone, Dave Cajka, Agnieszka (Agnes) Wasiluk and Edward Lis. A combination of diverse backgrounds and complementary skills allow our team to leverage their abilities, providing a unique service proposition.
RBC Dominion Securities has been advising individual investors about quality investment opportunities since 1901. Today, the firm is Canada’s leading provider of wealth management services. Through The O'Neill Wealth Management Group, your portfolio will benefit from access to a highly sophisticated international group of skilled financial experts, including research analysts, economists, traders and investment tax analysts. Our partnership with RBC Royal Bank means we are able to offer you the full range of products and services, the financial stability and the combined skills of Canada’s leading financial institution. Together, The O'Neill Wealth Management Group and RBC work to offer you the most comprehensive investment advice.