The right team makes all the difference
Since 1985, O’Neill Group has developed a strong reputation in insurance consulting, group benefits and segregated fund retirement planning. We endeavor to offer a comprehensive range of financial services, including the management of individual insurance plans and segregated fund portfolios; the development of executive benefits plans and corporate buy/sell agreements; and the administration of group benefits/retirement plans.
Using a holistic approach, we take into consideration all aspects of our clients' financial situation, both corporate and personal, to develop a recommended mix of financial strategies customized to their specific needs. At O’Neill Group, 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 advisors has afforded us the flexibility to investigate the marketplace to develop the optimal solutions for our clients – locally, nationally and internationally.