Stephen O'Neill, CFP, CH.F.C.
Senior Financial Advisor
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 University where he earned his B.A. He has also obtained both his Investment Funds in Canada and Life Insurance License certifications.
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