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— David Agnew, CEO, RBC Wealth Management Canada
Senior Investment Advisor & Portfolio Manager
An established business leader backed by the strength of RBC, Alan O’Hanlon began his career in 1990. Having honed his financial expertise and developed his client-first mindset as a financial advisor as well as a financial planning specialist at major Canadian financial institutions, Alan joined RBC Dominion Securities and founded O’Hanlon Wealth Management in 2006. In the ensuing years, Alan mastered the art and science of stock selection and solidified his reputation as a hardworking steward of wealth who works relentlessly to bring peace of mind and convenience to his clients. As a Senior Investment Advisor and Portfolio Manager, Alan leverages the expertise of his accomplished team, his close partnerships with experts at RBC Family Office Services group, and integrates professionals in his clients’ existing networks to capitalize on their unique opportunities, address their specific needs, and maximize their wealth. “My goal now is the same as it was back in 1990: to make an enduring positive impact on the financial lifestyles and legacies of my clients,” says Alan. In addition to more than three decades of experience, Alan’s investment advice is supported by top-tier industry credentials, including the Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), and Certified Financial Planner (CFP) designations. Alan also holds a degree in Economics and Political Science from the University of Toronto. Alan’s commitment to the betterment of those around him extends beyond his clients to his broader community, be it supporting women in wealth or contributing to a better tomorrow for all Canadians through charitable endeavours. When he’s not working hard for his clients or finding ways to give back, he likes to unwind with his wife, Dagmar, and spend quality time with their two children.
Maximizing our clients’ wealth requires not only advanced credentials but also an innovative mindset. Hence, our team comprises a diverse group of specialized high achievers who each bring a unique point of view but share O’Hanlon Wealth Management’s core driving belief: always put our clients first.
Associate Investment Advisor
A born problem solver with a passion for numbers and a knack for investment analysis, Brendan joined O’Hanlon Wealth Management in 2012. As an Associate Investment Advisor, he plays a key role in the portfolio management process, performing in-depth market and portfolio analysis, completing trades to maintain clients’ investment strategies, and contributing to clients’ ongoing portfolio reviews. Especially skilled at implementing sophisticated investment strategies for the most intricate of wealth needs, Brendan acts as a significant knowledge source to our team and clients alike. Brendan enjoys the dynamism of his work: “No two days are the same,” he says.
In addition to more than 10 years of experience serving O’Hanlon Wealth Management’s clients, Brendan brings to his role critical expertise courtesy of the Chartered Investment Manager (CIM) designation. Brendan is also insurance licensed and holds a degree in Psychology from the University of Guelph.
Building on nearly two decades of management experience in the financial industry, Peter joined O’Hanlon Wealth Management in 2018. As an Associate Investment Advisor, Peter keeps apprised of clients’ needs, developing in-depth, long-term relationships with them to lead their personalized wealth strategies. Peter cites people as the best part of his role: “Interacting with clients and being by their side as they get closer and closer to their most important financial goals is a true privilege,” he says. He also conducts market research and investment analysis, which inform both trading activity and the reports the team generates.
Augmenting more than 20 years of relationship-building and finance experience, Peter holds the Chartered Investment Manager (CIM) designation as well as an Honours Bachelor of Arts degree specializing in History and Political Science from the University of Toronto.
Team Operations Manager & Associate
A member of O’Hanlon Wealth Management since 2021, Alyssa is an astute financial professional driven by a client-first attitude. As an Associate, she not only manages general inquiries and executes clients’ administrative requirements – from opening accounts to transferring funds – in a timely and accurate manner, but she also coordinates with our partners at RBC to offer comprehensive wealth planning, business analysis, as well as Will and estate planning. Alyssa prides herself on operational excellence and is honoured to help clients reach their lifestyle and financial goals every day.
Alyssa has more than five years of finance experience and holds a Bachelor of Arts in Political Science degree from the University of British Columbia Okanagan.
Associate
A member of O’Hanlon Wealth Management since 2018, Alex is a detail-oriented professional who thrives in a fast-paced environment. As an Associate, he supports our discretionary investment platform by implementing personalized strategies. His work involves transacting high-volume trades to align asset allocation with overall portfolio objectives.
Alex brings to his role industry knowledge thanks to nearly a decade of experience at RBC Dominion Securities as well as the Chartered Investment Manager (CIM) designation and an Honours Bachelor of Business Administration degree from Nipissing University.
Whether it was preparing lab reports as a biology student or serving RBC clients in-branch, Chen is known for his meticulous and thorough approach. As an Associate for O’Hanlon Wealth Management since 2023, Chen leverages his attention to detail to perform key tasks such as fund transfers, documentation coordination, and meeting preparation to contribute to the excellence of our clients’ overall wealth management experience.
In addition to completing the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), Chen holds an Honours Bachelor of Science degree from the University of Toronto.
Since childhood, Anastasiya has been drawn to pursuing a career in the finance industry. Today, as an Associate with O’Hanlon Wealth Management, she enjoys being part of a team that cultivates each client’s financial success. Knowledgeable, proactive, and thoughtful, Anastasiya is responsible for managing administrative tasks to support clients and her colleagues.
During her three years in the industry, Anastasiya has completed the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) and is currently pursuing her Certified Financial Planner (CFP) designation. She also holds an advanced diploma in Business Administration, specializing in Finance.
Administrative Assistant
Before joining our team, Holly gained valuable experience working within RBC’s Global Asset Management division. In her current role, Holly is committed to ensuring all clients are equipped with the knowledge and financial decision making support they need to help them reach their goals. She draws on her considerable organizational skills to address client needs in a timely manner, ensuring all requests are carried out with the utmost attention to detail. Holly holds a Bachelor of Arts in Political Science from the University of Western Ontario.
Alexa transitioned to her current role after excelling as a Branch Operations Assistant within the firm. She is known for her keen eye for detail, promptness, and meticulous approach to managing daily operations, ensuring strict regulatory compliance while satisfying each client’s specific needs. Alexa is also appreciated for her ability to navigate complex regulatory environments. In addition to her operational expertise, Alexa collaborates seamlessly with internal and back-office teams, which has been instrumental in enhancing overall operational efficiency. A graduate of the University of Toronto, Alexa holds a Bachelor of Science degree.
