We are committed to providing excellent client service. Our team members have diverse backgrounds and areas of expertise, enabling us to leverage our skills, offering the best possible value to you.
Stephen Hunter, MBA, CFP I Financial Planning Specialist
Steve received his Bachelor of Applied Science from the University of Toronto in 1977 and his Master of Business Administration from the Schulich School of Business, York University in 1983.
Steve holds the Certified Financial Planner (CFP) designation and was named to the 2005 Presidents List of the Financial Planners Standards Council.
Steve has been in the investment industry since 2002 and with RBC Dominion Securities since 2006. Steve pursued a distinguished 25-year career in the technology industry before joining the investment industry in 2002. Prior to joining RBC in 2006, Steve was an Investment Advisor with a large multi-national investment company advising his clients on both investment and life insurance solutions. In addition, Steve is a member of the Professional Engineers of Ontario.
Chris Leslie, CPA, CA I Financial Planning Specialist
Chris is a Chartered Accountant (CPA, CA) with over 25 years of experience in financial services. He holds his Bachelor of Commerce Degree
(Accounting) from Carleton University.
Chris joined a major international public accounting firm upon graduation from university where he remained for 5 years. Chris began his career in
wealth management services as an investment advisor in 1997 providing clients with investment management, financial planning and insurance
solutions. Prior to joining RBC Chris was a financial planning specialist with a major Canadian insurance provider. Chris utilizes his experience as
a Chartered Accountant and investment advisor to provide comprehensive financial planning services to professionals, business owners and other high net worth clients.
Jonah Rabinovitch, B.A., LL.B., CFP | Financial Planning Specialist
Jonah attended the University of Ottawa where he completed a Bachelor of Arts Degree in 2003. He subsequently attended Dalhousie University where he completed his Bachelor of Laws (LL.B.) degree in 2006. Upon completion of his articling position, Jonah practiced law for four years in the areas of tax and estate planning and corporate law where he worked closely with individuals and business owners to implement complex solutions to meet their particular needs. Subsequently, Jonah entered the financial services industry where he worked for four years as a financial planner with career sales force advisors completing comprehensive financial plans and acting as a resource for their high net worth clients.
Jonah completed his CFP in 2013 and is a member of the Financial Planning Standards Council as well as the Law Society of Upper Canada. As a Financial Planning Specialist at RBC Wealth Management Services, Jonah’s role is to work with and support advisors in preparing and presenting comprehensive Compass Financial Plans for clients.
Stephen Li, CFP I Financial Planning Specialist
As a Financial Planner with RBC Dominion Securities, Stephen draws on 27 years of professional experience helping clients fulfill their goals in life.
Stephen holds a Certified Financial Planner (CFP) designation, as well as a Bachelors degree in Electrical Engineering and a Master of Management Studies specializing in financial markets from Carleton University. He is fully licensed to deal with investment and insurance-based wealth management solutions.
Joseph W. Power, B.A., LL.B I Will & Estate Consultant
As our Estate Consultant, Joe works exclusively in the area of estate planning. Joe can provide advice on the most efficient and tax effective strategies for the distribution of your estate. This culminates in a formal written plan, which provides direction to your lawyer for drafting your will and guiding you through the complexities of estate planning. Joes background includes a law degree from the University of Western Ontario. He was called to the Bar in 1993 and is a member of the Law Society of Upper Canada, the County of Carleton Law Association, and the Ottawa Estate Planning Council. Joe has been an instructor in Estate Law at the Bar Admission Course and has been an instructor at the University of Ottawa Law School teaching Wills and the Law of Succession since 2002.
Tom Bryan, CFP, CLU I Estate Planning Specialist
An experienced insurance and estate planning professional, Tom is a valuable member of The O'Neill Wealth Management Group. His passion is helping clients build, protect and transfer personal and corporate wealth using a planning based approach.
Tom has over 25 years of experience in the financial services industry. He has a Bachelor of Economics from Carleton University and has obtained his Certified Financial Planner and Chartered Life Underwriter designations. He is a member of the Estate Planning Council of Ottawa and is a board member and Chair of the Finance Committee for St. Patrick's Home of Ottawa.
RBC Banking Partners
We work closely with our partners at RBC to coordinate premium banking services customized to our clients unique needs, as a compliment to our wealth management services.
We also offer access to our network of professionals such as lawyers and accountants to help ensure the various issues related to the management of your wealth are properly addressed. If you have existing relationships with professionals in these areas, we would be pleased to work together with them to coordinate our efforts.