Over the last 22 years, Thomas O’Neill & Associates Inc. has developed a strong reputation in financial planning, insurance consulting, and group benefits. We endeavor to offer a comprehensive range of financial services, including the management of individual insurance plans and investment portfolios; the development of executive benefits plans and corporate buy/sell agreements; and the administration of group benefits/pension plans.

Using a holistic approach, we take into consideration all aspects of our clients’ financial pictures, both corporate and personal, to develop a recommended mix of financial strategies customized to their specific needs. At Thomas O’Neill & Associates, we are committed to building lasting relationships with our clients, reviewing their plans regularly to make certain that their needs continue to be met.

Our role as independent Planners and Insurance brokers has afforded us the flexibility to investigate the marketplace to develop the optimal solutions for our clients. We are licensed across Canada and have a solid understanding of the different jurisdictional legislations and compliance issues in each province.