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®
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 of 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.
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 financial advisor with O'Neill Financial Group of Assante Financial Management Ltd., he looks forward to bringing a fresh perspective toward helping clients reach their investment goals.
Jack graduated from Western University with a B.A., and has earned his Canadian Securities Course certification, Life Insurance License and working towards his Certified Financial Planning License.
Gabriela joined O'Neill Financial Group of Assante Financial Management Ltd. in 2021, bringing over 15 years of client-focused experience. As an Administrative Assistant, she plays a key role in ensuring exceptional client service by efficiently managing account documentation and daily administrative tasks with care and attention to detail. Her expertise supports our team in delivering efficient and effective client support.