The O'Neill Wealth Management Group of RBC Dominion Securities
Your life goals are our life’s work
You have dreams. We have the expertise to help you make them a reality.
Our team of experts is poised to help you take advantage of opportunities, handle challenges, and – ultimately – reach your goals. Taking an all-encompassing, personalized approach, we lean on the sophisticated tools, best-in-class resources, and esteemed specialists of RBC to manage, grow, and preserve your wealth.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
Welcome to The O'Neill Wealth Management Group
A Client-Focused Approach to Wealth Management
As you progress towards achieving your goals in life, you may discover your financial affairs becoming increasingly complex and more demanding of your time. You may not want your finances to be your primary concern and, as such, require professional assistance with the management of your wealth. Our team takes our responsibility for managing that wealth very seriously. We understand relationships based on trust and confidence are built over time through consistent and reliable service.
A Dedicated Team With Diverse Expertise
Recognized as one of the leading Portfolio Managers in an elite group within RBC Dominion Securities who offer discretionary investment management (PIM), The O'Neill Wealth Management Group provides a comprehensive range of customized wealth management services to fit your unique circumstances. Providing you with the service you need, Maureen O'Neill's professional team of service-oriented partners and associates are; Jennifer Shone, Dave Cajka, Agnieszka (Agnes) Wasiluk and Caylee Talbot. A combination of diverse backgrounds and complementary skills allow our team to leverage their abilities, providing a unique service proposition.
Backed by RBC's Legacy of Leadership and Stability
RBC Dominion Securities has been advising individual investors about quality investment opportunities since 1901. Today, the firm is Canada’s leading provider of wealth management services. Through The O'Neill Wealth Management Group, your portfolio will benefit from access to a highly sophisticated international group of skilled financial experts, including research analysts, economists, traders and investment tax analysts. Our partnership with RBC Royal Bank means we are able to offer you the full range of products and services, the financial stability and the combined skills of Canada’s leading financial institution. Together, The O'Neill Wealth Management Group and RBC work to offer you the most comprehensive investment advice.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
The O'Neill Wealth Management Group in our Community
We were honoured to be the sole financial services group to sponsor the 15th Annual Plowing Fore A Cure golf tournament, in memory of Lloyd Cowan.
On behalf of the O'Neill Wealth Management Group, thank you to our clients and colleagues for joining us at our private screening of The Incredibles 2!
CHEO Bear was on the scene happy to meet and pose with our clients, as well as accept a $3000 donation from the O'Neill Wealth Management Group.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.