Steve has been providing professional financial planning services to clients for over 35 years with a focus on retirement and estate planning. Steve is a Certified Financial Planner professional as well as a Chartered Life Underwriter (CLU).
Jeff has worked in the wealth management industry since 2013, spending time with some of the largest firms in the —~ Canadian investment space. With a fresh view on the industry and a strong understanding of the products and services available, he focuses on making client portfolio decisions that benefit his clients. Jeff is a graduate of McGill A University where he earned his B.A. He has also obtained both his Investment Funds in Canada and Life Insurance License certifications.
Jack began his wealth management career at Dynamic Funds, one of the largest investment firms in Canada. From 2019 to 2022, he worked closely with top Wealth Advisors around Ontario, focusing on product and wealth management to help grow their businesses. Now a licensed associate advisor with O'Neill Financial Group, he looks 1 forward to bringing a fresh perspective towards helping clients reach their investment goals. Jack graduated from Western University with a B.A., has earned his Canadian Securities Course certification and is working towards his Life Insurance and Financial Planning Licenses.
Gabriela joined O'Neill Financial Group in 2021 with over 15 years of client-facing experience. As an administrative assistant, she ensures seamless client service by handling account documentation and daily administrative tasks with precision.
Gabriela has completed the Canadian Securities Course and the Conduct and Practices Handbook through the Canadian Securities Institute, reflecting her commitment to maintaining high professional standards in financial services. Her expertise supports our team in delivering efficient and effective client support.