O’Neill Wealth Partners of RBC Dominion Securities Inc.

O’Neill Wealth Partners of RBC Dominion Securities

Combining expert wealth management with long-term relationships to create legacy-building results

Where service excellence meets professional expertise

Founded on partnership, service excellence, and professional expertise, our team at O’Neill Wealth Partners works hard to provide best-in-class solutions to every client and family under our care. By leveraging the extensive resources of RBC Dominion Securities and the long-term relationships we have built over the years, we are able to deliver high quality results that focus on optimizing your wealth, strengthening your financial future, and building generational success.

Upholding our five-star standard

Led by Maureen O’Neill, Jennifer Shone, and Dave Cajka, our team of seasoned financial professionals is here to offer our advice and assistance for any concern you may have. We understand the importance and responsibility of our role as the trusted stewards of your wealth, which is why we work to maintain the highest standard of excellence in all aspects of our practice.

Maureen O’Neill

Senior Portfolio Manager, Wealth Advisor

Jennifer Shone

Investment Advisor

Dave Cajka

Wealth Advisor

Rizz Mendoza

Associate Advisor

Caylee Talbot

Associate

Aiman Zeitoun

Associate

Big shout-out to O’Neill Wealth Partners of RBC Dominion Securities! I am always impressed by their steady communication, the clear way they break down what’s happening in the markets, and their attention to detail. It’s truly unparalleled and it makes a big difference.

—Farhana A.

To tell you the truth, I never looked anywhere else. We met Maureen a few times prior to my retirement and I felt comfortable with her. I should also mention that when we were discussing how to handle the retirement payout, she brought in one or two specialists to do all kinds of calculations. This was the first time we had looked at our entire financial picture that way.

—Gaétan H.

After almost fifteen years of working with the O’Neill team, we remain very pleased and entirely satisfied that our investments are in solid hands. With the team in the driver’s seat, my wife and I get on with the joys of retirement knowing that our investments will provide the security we need in the years ahead.

—Charles B.

What are some of the benefits we’ve realized by working with O’Neill Wealth Partners? The confidence of working with an efficient and friendly team with the backing of a large, secure institution.

—Kathryn H. & Bruce B.

With O’Neill Wealth Partners, I’ve had no financial worries, and my portfolio is providing a steady income stream and growth. The whole team is always responsive and courteous to all my requests, and continually provides regular portfolio updates as well as ad-hoc reports in response to global financial news.

—Neil S.

The team under Maureen is phenomenal, responsive, skilled, extremely helpful, and outcome oriented. Between their proactive account monitoring and authentic communications, they work to ensure that you feel confident and secure in every transaction.

—Andy & Krista H.

Prior to working with Maureen and the O’Neill Wealth Partners team I felt only our advisor was making any money. Now I am exceeding our goals for investment returns and are confident that the advice I am getting is serving my interests. I only wish we had met Maureen sooner!

—Michael C.

A bird's eye view of The Rideau Canal in Ottawa during early fall.

Wealth management

Proactive planning to prioritize your goals

At O’Neill Wealth Partners, we specialize in protecting and preserving the wealth of high-net-worth individuals, multigenerational families, business owners, and medical professionals. Our proactive approach to financial planning allows us to consider all aspects of your wealth, ensuring consistency at every stage and keeping us on track to meet your short- and long-term goals.

Our process

An aerial view of bridges spanning the Rideau Canal in Ottawa at sunrise.

Discover areas of opportunity and align your priorities with purpose and intention

Build your unique strategy with your values, family legacy, and aspirations top of mind

Collaborate with our RBC specialists and your network of professionals

Implement your personalized financial plan and investment portfolio

Review your plan and update your objectives to reflect your needs as they evolve

Our services include:

Investment management

Business succession planning

Will and estate planning

Tax-smart strategies

Legacy planning

Insurance advisory

Retirement planning

Charitable giving

Financial education

A beautiful, serene bird's eye view of a lake and surrounding forest.

Investment management

Carefully curated, efficiently executed

Our investment approach is grounded in discipline and research, not speculation. We focus on leveraging proven strategies to deliver long-term results.

—Maureen O’Neill, Senior Portfolio Manager & Wealth Advisor

By leveraging the information gathered from our financial planning conversations, your Investment Policy Statement (IPS), and the resources available to us as part of RBC Dominion Securities, we are able to create portfolios that are flexible, risk-adjusted, and geared towards your goals. To deliver the best results possible, we utilize Private Investment Management (PIM) to efficiently execute strategies and remain adaptable in our approach. Through PIM, we:

Prioritize

Prioritize open communication, keeping you informed of the decisions we have made and why we made them.

Maintain

Maintain oversight of the assets in your portfolio, allowing for precise and time-efficient decision-making.

Create

Create consensus by committee, limiting bias and leveraging a collection of the team’s best ideas at any point in time.

People skating on the frozen surface of the Rideau Canal in the winter.

Our community

No act of kindness, however small, is ever wasted.

—Aesop

Building our community in Ottawa

At O’Neill Wealth Partners, we understand the impact that acts of kindness can have and the difference that compassion—and time—can make. Empowering women and providing mentorship opportunities that help to increase their independence is one of the causes close to our hearts. Other organizations and initiatives we support include those that focus on children’s health, women’s well-being, and community involvement.

An aerial view of Rideau Falls in Ottawa at sunrise.

Our resources

Additional resources to further your financial education

We believe that financial literacy is incredibly important and that access to tools, resources, and support should be made readily available. To that end, we are pleased to provide a small library of guidebooks that can help to explain topics such as estate planning, succession planning, multigenerational wealth planning, and more.

Financial Literacy 101 | Under 18

Designed for children and teens, this educational presentation will help to introduce the world of finance and explain topics such as banking, saving, taxation, and more.

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Financial Literacy 101 | Over 18

Designed for young adults, this educational presentation will help to further their financial understanding and explain topics such as credit, interest, investing, and more.

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