Maureen O'Neill

Vice President & Portfolio Manager

613-566-7652 | Email me

Maureen, now into her third decade with RBC Dominion Securities, offers a wealth of experience as a Portfolio Manager and Investment Advisor. She brings a business-like approach to a task that is too often emotionally driven. Maureen credits her success to building trust and confidence through consistency, and nurturing an environment of mutual respect between her and her clients. 

Committed to lifelong learning, Maureen is a graduate of Ottawa University, with an Economics degree, and since joining RBC Dominion Securities in 1996, has obtained the Canadian Investment Manager designation and become a licensed insurance representative. Maureen was appointed as a Vice President of RBC Dominion Securities, a designation based on educational requirements, years of experience and quality of business, in 2009. 

Maureen and her husband Sean were born and raised in Ottawa and are committed to giving back to their community. Maureen is a former instructor of a “Fundamentals of Investing” course taught through Algonquin College and the Ottawa-Carleton continuing education program. More recently, Maureen has delivered Financial Literacy workshops for women in need through Dress for Success.

Maureen has participated on many non-profit boards, including Dress for Success, The Canadian Tulip Festival, and The Ottawa Symphony Orchestra. Charitable giving is an important objective at a local, national and international level.

 

 

Jennifer Shone, CFP

Investment Advisor

613-566-7311 | Email me

Jennifer is a partner in the O’Neill Wealth Management Group. She is a Certified Financial Planner and an Investment Advisor who has been helping individuals and families achieve their financial goals for over 20 years. She has a strong sense of purpose to help each client achieve their own personal objectives. Jennifer oversees day-to-day account activity including trading and cash management. She monitors portfolios regularly to ensure they are consistent with the Investment Policy guidelines at all times. Jennifer is also an excellent resource for investment and tax related issues, or any specific research needs.

Jennifer graduated with an Honours Bachelor of Commerce degree with a major in Accounting and a minor in Finance from Lakehead University in 1995, and also holds the Canadian Investment Management designation.

Jennifer lives in Ottawa with her husband Steve, and their three children. They are involved in the community and support several worthwhile causes including CHEO and the Autism Association of Canada.

Dave Cajka

Wealth Advisor

613-566-4505 | Email me

Dave Cajka received his Bachelor of Commerce degree from McGill University in 1989. That same year, he started his career in financial services with RBC Financial Group. He has been a registered Certified Financial Planner (CFP) since 1997, and also holds the Certified Investment Manager (CIM) designation.

Trust, honesty and integrity are the cornerstones of Dave’s approach. Dave takes a holistic view when working with clients, going well beyond just looking after the investment portfolio. Dave’s clients value his caring and personal approach.

Dave lives in the west end of Ottawa with his wife Krista, and sons Benjamin and Zackary. He enjoys giving back to his community by coaching numerous kid’s sports teams and also helps run his community outdoor rink. 

Doug Wilde

Associate Advisor

613-566-7562 | Email me

Doug Wilde has over 16 years of experience with RBC Dominion Securities. He is our expert in the area of compliance, and manages the daily service and administration for the team, including individual client requests, scheduling client meetings and the organization of special events.

Doug has completed the Wealth Management Essentials, Financial Planning Supplement, Canadian Securities, and Conduct and Practices courses, as well as the Associate Advisor and Associate Wealth Advisor training programs.

Doug and his wife Tarah live in the Ottawa suburb of North Gower with their two boys, is very active in his local community and enjoys travelling and skiing with his family.

Agnieszka (Agnes) Wasiluk

Associate

613-566-7514 | Email me

Agnieszka has 7 years of experience in the financial services industry, joining us from RBC where she had various roles including Banking Advisor and Account Manager. Agnieszka is a native of Warsaw, Poland where she gained a Masters in Arts and Economics at Warsaw University.

Agnieszka's primary duties include compliance, documentation and administration of client accounts, trading and client service.

Agnieszka and her husband Bogdan live in Kanata staying busy with their three boys, 2 of whom play basketball at the competitive level.

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.

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.

 Professional Referrals

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.

 

 

Contact Us

If you would like to learn more about how we help families, Business Owners and Executives by incorporating comprehensive wealth management techniques, we would be happy to meet with you to see if we could offer value to your financial well being.

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