The next generation of wealth. 

Rory O'Connor & Tim Engelbert 
Strategic, objective counsel for discerning investors 

With a commitment to quality and confidentiality, we focus on advising successful professionals, business owners, foundations and well-established investors from across Canada, to address the complex challenges of managing significant wealth. Beyond our university degrees and professional accreditations, our team brings a significant amount of combined financial markets experience to the table.

Coordinating all aspects of your financial wealth to simplify your complex needs, we help you meet your goals for capital growth, while preserving and protecting your wealth so it can be enjoyed across multiple generations.

The hallmarks of our services include strategies for preserving capital, managing risk, achieving returns in all market conditions, minimizing taxes on invested capital and providing access to innovative and exclusive investment opportunities. 

Grounded in our four core values – respect for our clients, integrity, discipline, and independent thinking – we offer a highly personalized approach to wealth management that has served our clients well over many years.  We are proud to embody the entrepreneurial spirit of Richardson Wealth, Canada’s largest independent investment firm, along with the personal service of a multi-family office approach.
 


 

In the News: Top Teams of 2020

The O’Connor Engelbert Investment Group was recently featured in Wealth Professional magazine as one of the eight leading teams in Canada. Appearing in the magazine’s May 2020 edition, the advisory team explains how they’ve been able to achieve more with a collective approach than they ever could have on their own.

 

Click here to read the article.

 

 

 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Federal budget 2022

Budget 2022 is focused on measures intended to assist Canadians with affordability (particularly when it comes to housing, child care, and health care), with some measures on climate action and investing in innovation and productivity.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

16 May 2022
When will it end?
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9 May 2022
On the passage of time
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May 2022
Fixed Income
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