O'Neill Group Global
O'Neill Group Global is a Vancouver-based, privately held insurance brokerage and financial advisory firm distributing individual insurance, group benefits, retirement plans, and segregated fund products from major Canadian carriers to individuals, employers, and executives in British Columbia.
- Company typePrivate
- Founded1985
- HeadquartersVancouver, Canada
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What O'Neill Group Global does
O'Neill Group Global is a privately held Canadian financial advisory and insurance brokerage firm founded by Thomas O'Neill around 1985 in Vancouver, British Columbia. Originally operated as Thomas O'Neill & Associates, the firm was rebranded to O'Neill Group Global and now operates from a single downtown Vancouver office with a team of approximately eleven people across advisory and administrative functions. The firm serves individual and family clients, employer group accounts, and high-net-worth executives and business owners primarily in British Columbia.
The company's product portfolio spans individual insurance (life, disability, critical illness, travel), business insurance, segregated funds, group benefits programs (with the myHSA health spending account sub-brand), and group retirement plans including group pension services and supplemental executive retirement plans (SERPs). A dedicated sub-brand, the Executive Planning Group, addresses executive compensation, retirement, and estate planning needs. As a brokerage rather than a vertically integrated insurer, O'Neill Group distributes third-party products from major Canadian carriers — Manulife, Canada Life, Sun Life, RBC Insurance, Empire Life, and Pacific Blue Cross — and supplements these with health, wellness, and actuarial resource partners.
Revenue is generated through insurance product commissions, group benefits administration fees, group retirement plan advisory and administration fees, and investment product advisory fees on vehicles such as segregated funds, RRSPs, and TFSAs. Distribution is sales-led, combining direct advisor outreach, a Complimentary Plan Review funnel, an email newsletter (O'Neill Today), an annual O'Neill Classic golf tournament running since 1997, and referral relationships. The firm does not operate proprietary technology platforms, has no disclosed AI capabilities, and does not publish revenue figures.
O'Neill Group Global firmographics
Firmographics- Name
- O'Neill Group Global
- Legal name
- O'Neill Group Global
- Website
- https://oneill-group.ca
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- O'Neill Group Global is a Vancouver-based, privately held insurance brokerage and financial advisory firm distributing individual insurance, group benefits, retirement plans, and segregated fund products from major Canadian carriers to individuals, employers, and executives in British Columbia.
- Ownership category
- akta.pro rank
O'Neill Group Global industry classification
Industry- Product category
- Insurance & Financial Advisory Services
- NAICS
- Insurance Agencies and Brokerages (524210), Health and Welfare Funds (525120)
- SIC
- Insurance Agents, Brokers & Service (6411), Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industries
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Large Group Health Insurance (Mid-Market & National Accounts) (FSAIAFAE), Group Disability Income Insurance (Employer-Sponsored) (FSAIAIAB)
Keywords
Where O'Neill Group Global is headquartered
LocationHeadquarters
- HQ city
- Vancouver
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
O'Neill Group Global business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Insurance Products: The company earns commissions from selling insurance products including individual life insurance, disability insurance, critical illness insurance, travel insurance, health and dental insurance, and business insurance. They partner with major insurers including Manulife, Canada Life, Sun Life, and RBC Insurance to provide these products to clients.
- Group Benefits Administration: Revenue is generated through administering group benefits programs for employers, including health spending accounts (myHSA), extended health, dental, and other group employee benefits.
- Group Retirement Plans: The company provides group retirement plans including pension services and supplemental executive retirement plans, earning fees for plan administration and advisory services.
- Financial Planning & Investment Products: Advisory services for financial planning including segregated funds, RRSPs, TFSAs, and other investment vehicles. Revenue may come from product distribution fees and advisory retainers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Complimentary Plan Review - Free consultation service |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
O'Neill Group Global product offering
Product offeringCore offering
O'Neill Group Global is a Vancouver-based financial advisory and insurance brokerage firm that distributes individual and business insurance, segregated funds, group benefits programs (including the myHSA health spending account), and group retirement plans through partnerships with major Canadian insurers such as Manulife, Canada Life, Sun Life, and RBC Insurance. The firm provides integrated financial solutions combining insurance protection, benefits administration, and retirement planning under one roof, supported by a complimentary plan review service for prospects and clients.
Product overview
O'Neill Group Global is a financial advisory practice offering a comprehensive suite of insurance and retirement planning products. The core portfolio includes Individual Insurance (life, disability, critical illness), Business Insurance, Segregated Funds, and Group Benefits Programs, along with Group Retirement Plans. Key sub-brands include myHSA (health spending account) and the Executive Planning Group (high-level advisory services). Products are primarily distributed through partnerships with major Canadian insurers including Manulife, Canada Life, Sun Life, and RBC Insurance. The company provides integrated financial solutions combining insurance protection with investment and retirement planning.
Differentiator
Problem solved
Functional benefit
Brands
- Executive Planning Group: National expertise. Local service. A specialized division within O'Neill Group Global offering executive-level financial planning services.
Products and services
- Individual Insurance
Companies that use O'Neill Group Global
Customer profileSegments3 records
Ideal customer profiles3 records
O'Neill Group Global technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration17 records
O'Neill Group Global partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core and minor.
- Manulife FinancialcoreManulife Financial is a major Canadian insurance partner. O'Neill Group offers Manulife products including travel insurance (buy online through their site), health/dental/critical illness insurance, and the FollowMe program for individuals transitioning between group benefit plans. The partnership provides individual insurance products and health coverage solutions.
- Canada LifecoreCanada Life is a major Canadian insurance partner offering group benefits and retirement savings products. O'Neill Group provides access to Canada Life group benefits plans and related services through their advisory practice.
- Sun Life FinancialcoreSun Life Financial is a Canadian insurance partner providing life insurance and group benefits products. O'Neill Group offers Sun Life insurance products through their brokerage services.
- RBC InsurancecoreRBC Insurance is a Canadian insurance partner offering personal and group insurance products. O'Neill Group distributes RBC Insurance products to their client base.
- Empire LifeminorEmpire Life provides group benefits plan member login access through O'Neill Group's client portal. Minor distribution partnership for group benefits administration.
- Pacific Blue CrossminorPacific Blue Cross provides supplementary health benefits. O'Neill Group offers Pacific Blue Cross products through their group benefits services.
- Axis Insurance ManagersminorAxis Insurance Managers is a commercial and general insurance brokerage referral partner specializing in commercial insurance, directors' insurance, and home/property insurance. O'Neill Group refers commercial insurance clients to Axis.
- Copeman HealthcareminorCopeman Healthcare is a health and wellness partner providing healthcare services. Listed as a resource link for client health and wellness needs.
- LifeworksminorLifeworks provides employee assistance and wellness programs. Listed as a health and wellness resource for clients.
- Westcoast ActuariesminorWestcoast Actuaries provides actuarial consulting services. Listed as a financial partner resource for client services.
Scale indicators1 record
Recent moves5 records
Expansion highlights3 records
O'Neill Group Global competitors and assessment
Company assessmentDirect peers
- Worldsource Wealth Management: Independent Canadian financial advisory dealer network that, like O'Neill Group, distributes insurance, group benefits, and wealth products through independent advisors across multiple carrier partners. Closely comparable business model and customer base of individuals and small-business owners.
- iA Private Wealth (formerly HollisWealth): Independent advisor network within iA Financial Group offering wealth, insurance, and group benefits solutions through affiliated advisors. Comparable to O'Neill's hybrid independent advisory + multi-carrier insurance distribution model.
- Assante Wealth Management: Canadian wealth management firm (part of CIBC) delivering integrated insurance, investment, and retirement planning through independent advisors — directly comparable in offering mix and client segments to O'Neill Group Global.
- HUB International: Large North American insurance brokerage network distributing personal, commercial, and group benefits products across multiple carriers — comparable brokerage and advisory structure to O'Neill's group benefits and individual insurance practice.
Broad incumbents
- IG Wealth Management: One of Canada's largest wealth management firms, combining insurance and investment products for individuals and groups. Operates at significantly larger scale but competes for the same client segments as O'Neill with a multi-carrier distribution model.
- Manulife Wealth: Wealth and group benefits division of Manulife Financial, one of O'Neill's core carrier partners. Offers competing insurance, group benefits, and retirement products to individuals and employers in Canada, including through its own advisor channel.
- Edward Jones Canada: Branch-based financial advisory firm with a Canadian footprint providing investment, insurance, and retirement planning to individuals. Competes with O'Neill in the personal wealth and protection segment through an advisor-driven, relationship-led model.
- Primerica: North American financial services company distributing term life insurance, investment, and retirement products through a large independent advisor sales force. Comparable in advisor-led distribution of insurance and wealth products to middle-market Canadians.
- Sun Life Financial: One of Canada's largest insurers and a core carrier partner of O'Neill. Competes directly through its own group benefits, group retirement, and individual insurance channels targeting the same employer and individual segments.
Regional players
- Co-operators: Canadian-owned insurance and financial services cooperative offering life, group benefits, and wealth products across the country. Overlaps with O'Neill in the Canadian group benefits and individual insurance market through its own advisor and broker network.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
O'Neill Group Global social profiles
Digital presenceO'Neill Group Global financial estimates
Financial estimateRevenue estimate
Valuation estimate
O'Neill Group Global leadership team
Management profileNumber of profiles
Profiles3 records
O'Neill Group Global funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
O'Neill Group Global M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about O'Neill Group Global
What does O'Neill Group Global do?
O'Neill Group Global is a Vancouver-based financial advisory and insurance brokerage firm that distributes individual and business insurance, segregated funds, group benefits programs (including the myHSA health spending account), and group retirement plans through partnerships with major Canadian insurers such as Manulife, Canada Life, Sun Life, and RBC Insurance. The firm provides integrated financial solutions combining insurance protection, benefits administration, and retirement planning under one roof, supported by a complimentary plan review service for prospects and clients.
Is O'Neill Group Global a public or private company?
O'Neill Group Global is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was O'Neill Group Global founded?
O'Neill Group Global was founded in 1985. It employs 1 to 10 people.
Where is O'Neill Group Global based?
O'Neill Group Global is headquartered in Vancouver, Canada, in the North America region.
How does O'Neill Group Global make money?
Four revenue lines are on record. Insurance Products are the primary driver. The others are group Benefits Administration, group Retirement Plans and financial Planning & Investment Products.
Who are O'Neill Group Global's main competitors?
Direct peers on record are Worldsource Wealth Management, iA Private Wealth (formerly HollisWealth), Assante Wealth Management and HUB International. Broad incumbents are IG Wealth Management, Manulife Wealth, Edward Jones Canada, Primerica and Sun Life Financial. Co-operators is listed as a regional player.
Does O'Neill Group Global have an API?
No public API is recorded for O'Neill Group Global.
What industry is O'Neill Group Global in?
O'Neill Group Global's product category is Insurance & Financial Advisory Services. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 524210 and its SIC code is 6411.