Patrick O'Neill, CIWM, FCSI, CIM®
Senior Wealth Advisor
Senior Portfolio Manager
Patrick specializes in strategic wealth management for business owners, medical professionals and high-net-worth families. As an investment advisor, he focuses on conservative investment management, risk mitigation, and the use of tax-advantaged solutions with clients to meet their goals.
Born and raised in London, Patrick graduated from the University of Western Ontario with concurrent degrees in Economics and Political Science. He joined CIBC Wood Gundy in January 1994. Throughout his financial career, Patrick has successfully completed many industry courses to go on and become a Chartered Investment Manager, Fellow of CSI and Certified International Wealth Manager.
Outside of the office, Patrick is passionate about giving back to the community and has volunteered with the Diocese of Huron (Investment Committee member), London Community Foundation (Chair, Member) and St Joseph's Hospital (Chair Investment Committee, Member). He also enjoys the challenge of golf. Patrick is the very proud father of two young adults, Grayson and Lily, and happily married to Andra Townshend O’Neill.
Jane Amann, CPA, CA, CFP, CIM
Associate Wealth Advisor
Jane is dedicated to the personal and financial wellbeing of our clients. She focuses on understanding their values, dreams and goals in order to provide them with dedicated advice and tools to help them navigate the complex and dynamic world of finance. In addition, she creates long-term, personalized financial plans while overseeing the portfolio design.
A lifelong learner, Jane earned her Chartered Accountant (CPA, CA) designation in 1992. She has completed her Certified Financial Planning designation (CFP), her Insurance license, and the Certified Investment Manager designation. Having also obtained the award winning Applied Behavioral Financial certification from the Investment Management Consultants Association (IMCA), Jane has thoroughly enjoyed applying her years of experience and knowledge to help clients and their families pursue their own financial success.
Outside of her client relationships, Jane lovingly supports her husband Dr Justin Amann and their two daughters, Heather and Rachel. Together they strive to maximize their family time together through local theatre productions, cycling and exploring new surroundings.
Kelly Lyon
Administrative Associate
Kelly is the first line of contact as administrative associate. Among her key tasks, she is responsible for maintaining client documentation, ensuring investment orders have correctly been processed each day and helps facilitate all client transactions.
With over 30 years of experience in the banking and customer service industry, we congratulate Kelly on being with our firm since 1998. She has successfully completed extensive administrative training and is a licensed Investment Representative.
In her free time, Kelly enjoys cooking and entertaining with her family and friends. She is happily married to her husband Todd and together are the very proud parents to their son Sam and daughter Jill.
Kristina Chow
Administrative Associate
Kristina is responsible for client engagement through Marketing initiatives such as client seminars, guest speaker events and review meetings. She also spends her time on business and client reporting and analyses.
Born and raised in London, Kristina graduated from Huron University College with a degree in French Language and Literature. After successfully completing the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH), Kristina earned her Investment Representative designation.
When she is away from the office, Kristina enjoys traveling, playing tennis and is always on the hunt for her next delicious meal.
Patrick O'Neill, CIWM, FCSI, CIM®
Patrick specializes in strategic wealth management for business owners, medical professionals and high-net-worth families. As an investment advisor, he focuses on conservative investment management, risk mitigation, and the use of tax-advantaged solutions with clients to meet their goals.
Born and raised in London, Patrick graduated from the University of Western Ontario with concurrent degrees in Economics and Political Science. He joined CIBC Wood Gundy in January 1994. Throughout his financial career, Patrick has successfully completed many industry courses to go on and become a Chartered Investment Manager, Fellow of CSI and Certified International Wealth Manager.
Outside of the office, Patrick is passionate about giving back to the community and has volunteered with the Diocese of Huron (Investment Committee member), London Community Foundation (Chair, Member) and St Joseph's Hospital (Chair Investment Committee, Member). He also enjoys the challenge of golf. Patrick is the very proud father of two young adults, Grayson and Lily, and happily married to Andra Townshend O’Neill.
Jane Amann, CPA, CA, CFP, CIM
Jane is dedicated to the personal and financial wellbeing of our clients. She focuses on understanding their values, dreams and goals in order to provide them with dedicated advice and tools to help them navigate the complex and dynamic world of finance. In addition, she creates long-term, personalized financial plans while overseeing the portfolio design.
A lifelong learner, Jane earned her Chartered Accountant (CPA, CA) designation in 1992. She has completed her Certified Financial Planning designation (CFP), her Insurance license, and the Certified Investment Manager designation. Having also obtained the award winning Applied Behavioral Financial certification from the Investment Management Consultants Association (IMCA), Jane has thoroughly enjoyed applying her years of experience and knowledge to help clients and their families pursue their own financial success.
Outside of her client relationships, Jane lovingly supports her husband Dr Justin Amann and their two daughters, Heather and Rachel. Together they strive to maximize their family time together through local theatre productions, cycling and exploring new surroundings.
Kelly Lyon
Kelly is the first line of contact as administrative associate. Among her key tasks, she is responsible for maintaining client documentation, ensuring investment orders have correctly been processed each day and helps facilitate all client transactions.
With over 30 years of experience in the banking and customer service industry, we congratulate Kelly on being with our firm since 1998. She has successfully completed extensive administrative training and is a licensed Investment Representative.
In her free time, Kelly enjoys cooking and entertaining with her family and friends. She is happily married to her husband Todd and together are the very proud parents to their son Sam and daughter Jill.