“Alan O’Hanlon and his team perfectly represent everything we aspire to at RBC Dominion Securities. Their experience, credentials, and track record of delivering high-touch client service speak for themselves.”
—Aaron Foster, Vice President and Regional Director, Metro Toronto, Central and Northern Ontario
Diverse perspectives united by a client-first ethos
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.
Alan O'Hanlon
Brendan Sinel
Peter LeMoine
Alyssa Michaud
Alex Bondi
Chen Yang Jing
Anastasiya Gomelko
Holly O’Hanlon
“Taking a client-first approach, Alan O’Hanlon has demonstrated excellence in investment advice and wealth management. Regarded for his industrious spirit and tireless commitment to an exceptional client experience, Alan truly embodies RBC Dominion Securities’ core values.”
—David Agnew, CEO, RBC Wealth Management Canada
Our “family office” approach
All-encompassing wealth management
Serving as a “family office” to a select few, our team of experienced wealth professionals meticulously assess every facet of our clients’ financial lives to devise and execute comprehensive, custom, portfolio-backed wealth plans for their benefit.
Tailored
Our clients’ complex wealth landscapes require tailor-made solutions and a flexible approach. We can fit within the existing frameworks, collaborating closely with their network of professionals, finding where we can add value.
Inclusive
The people who matter to our clients matter to us. That’s why we include spouses, children, and other loved ones in discussions, striving to inform and educate the next generation.
Comprehensive
We take ownership of our clients’ financial pictures in their entirety, so no detail is too small for us to attend to and manage on their behalves.
Discreet
Our exclusive clientele relies on us to protect not only their interests but also their privacy. We approach our work with the utmost discretion.
All-encompassing wealth management
Portfolio management
Business advisory
Estate planning
Financial planning
Setting up family trusts
Credit and lending solutions
Integrating business and personal finances
Managing foreign exchange requirements
Philanthropic guidance
Tax planning and strategy
Helping coordinate Wills and powers of attorney
Risk management via insurance solutions
Our investing methodology
Rigorous experience-backed investing
After three decades of navigating the intricacies of the markets, we’ve recognized that investing may seem straightforward on paper, but true portfolio management goes beyond textbook approaches. In reality, the markets are full of ambiguity, and investment selection is a nuanced art that relies on two critical components: in-depth analysis to uncover hidden opportunities or risks and the wisdom of experience to act upon them. At O’Hanlon Wealth Management, we pride ourselves on excelling at both.
Dedicated
There are no short cuts. To understand the investing landscape thoroughly and consistently, one must put in the time. Our dedication to research and analysis sets us apart from many in the sector.
Business-minded
Much like Warren Buffet, we select companies, not stocks. Taking a systematic top-down approach, we rigorously evaluate companies for inclusion in our client’s portfolios, seeking out those that pay dividends, with sustainable competitive advantages, and whose leaders show confidence by owning shares.
Connected
With decades of experience at the upper echelons of one of the largest financial institutions in Canada, we have a direct line of communication to some of the top executives in the country, a key contributor to our well-informed viewpoint.
Discretionary
As part of our “family office” approach, we offer discretionary portfolio management, which allows us to act on opportunities quickly as well as capitalize on optimal order execution on our clients’ behalves.
Our process
Client-driven thinking
To deliver our “Family Office” approach, we follow a comprehensive four-step process, which we customize for every client. At every turn, we ask: how can we ease clients’ lives and where can we add value?
Discovery
We begin our relationships by getting to know our clients thoroughly. Only by knowing them and their circumstances can we uncover opportunities and challenges, including those even they may not be aware of. Be it visiting their place of business or meeting with their family, we go above and beyond to gain a complete view of their financial pictures.
Wealth planning
Leaning on expertise from O’Hanlon Wealth Management’s in-house financial planner, key partners on the RBC Family Office Services team, and any relevant professionals in our clients’ existing networks, we develop a tailor-made wealth plan to achieve their objectives.
Investments
We combine decades of our team’s experience along with leveraging the resources of RBC Wealth Management and RBC Capital Markets to develop a high-quality, income-focused investment portfolio that meets our clients’ short- and long-term return objectives and supports their broader goals.
Ongoing support
As we execute upon the plan and manage the portfolio, we maintain a close relationship with our clients, their other advisors, and their families. We hold regular meetings offering clear next steps that maximize impact but minimize the amount of effort on their parts. Thus, we ensure the approach we have tailored for them remains the one best suited to their current and future circumstances, and their lifestyle goals.
Our community
Committed to doing our part
O’Hanlon Wealth Management has long championed diversity and inclusion. We believe that by bolstering one another, we all rise. With that in mind, we are committed to doing our part in creating opportunities for women in wealth as well as supporting the most vulnerable members of our community.
Women in wealth
When it comes to wealth management, there are not enough women on either side of the table. From clients to team members, we at O’Hanlon Wealth Management have long relied on strong female voices to help guide our thinking, so we can continue to deliver the world-class wealth management of today and tomorrow. There is a wealth of reciprocal knowledge to benefit from. That’s why, every year, we welcome a female summer student to join our team.
Interested in our summer program?
Communities of the future
We feel there is a gap in what is available and what is needed in the areas of food security and healthcare for Canadians. To contribute to a more prosperous future for all, we support key organizations such as the Daily Bread Food Bank, Mount Sinai Hospital, and Hamilton Health Sciences. As well, through St. Joe’s Plate, our team has made more than 10,000 meals possible, and we look forward to sponsoring many more.
Whether through volunteering, charitable contributions or actively participating in philanthropic events, our team is committed to supporting our local communities.
Perspectives
Over 100 years of combined experience
Time and experience have shown us: Quality often demands effort. Our unwavering commitment to top-tier service has earned us our station at the pinnacle of a premier financial institution. But our true measure of success lies in earning and maintaining the trust of our clients—some of Canada’s most successful individuals, business owners, family offices, and institutions—so we can deliver them peace of mind, alleviate their concerns, and, above all else, continually add value to their financial lives.
O’Hanlon Wealth Management of RBC Dominion Securities
Email:peter.lemoine@rbc.com
Phone:416-842-7947