O'Neill Financial Solutions Inc.
Job title: Design. Align. Achieve.
Languages spoken: English, Mandarin
Area(s) served: Ontario, British Columbia, Nova Scotia
Trustworthy advice you can count on
Integrated Financial, Transition & Tax Strategies for Executives
Who we work with:
- Executives
- Professionals (physician, dentist, etc.)
- Retiring high net worth individuals and families
Welcome to O’Neill Financial Solutions Inc. We are professionals who focus on providing white glove service to successful individuals like you. We provide the expertise and individualized attention you need. We do this by helping you plan wisely and supporting you in enjoying the lifestyle and security you’ve earned. We accommodate your busy schedule and work with your existing team of professionals where necessary.
Each individualized plan is an important and unique undertaking. Our team works collaboratively with you to ensure your goals, priorities and vision are realized. We’re here to give you the necessary confidence in your path to achieving fulfillment and security.
Our Style
Insightful
We believe part of our unique value is listening to you and helping you define your own values, fulfillment, and legacy—to focus on what is important.
Innovative
We pride ourselves on staying at the forefront of a rapidly evolving field—quantitative (tax, investments) and qualitative (shifting needs and priorities, evolving definitions of retirement, legacy).
Systematic
We have designed our Quantive Process™ to best incorporate and integrate your specific needs and goals. We continue to refine and improve this system as the fiscal and cultural arenas evolve.
Team oriented
To service you well, we believe it is crucial to have a team culture that is supportive of one another. We focus on collaboration and sustaining long-term successful relationships.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
Office information
