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Susan O'Brien
PFP, CIM, FCSI

Address

525 8 Ave SW
Suite 1000
Calgary, AB T2P1G1

Languages

    English

My Background

Susan founded The Susan O’Brien Group at BMO Nesbitt Burns in 1998 where she is a Senior Vice President and Senior Wealth Advisor.The Susan O’Brien Group is a nineteen time nationally recognized wealth advisory practice. Operating as a boutique destination within a large global firm, they are able to deliver personalized wealth management while utilizing the depth and breadth of resources available through BMO. Prior to establishing the Susan O’Brien Group, Susan had her own tax consulting company. She has worked in public practice with Deloitte and started her career with Revenue Canada.Susan majored in Finance and Economics and holds a Bachelor of Commerce degree from the University of Toronto. A life long learner, Susan has numerous designations including, Chartered Investment Manager, Fellowship of the Canadian Securities Institute, Life Insurance and Accident and Sickness insurance and she is a Certified Wealth Management Services Specialist to High Net Worth Clients. Susan O’Brien is a sought after speaker, facilitator and planner working with C Suite executives, business owners and wealthy families who want more from their financial advisory relationships. Her focus is on an innovative and collaborative approach to wealth management. Susan has been featured in the Globe and Mail, CTV News, Global News and live on radio. She has presented at the Women in Wealth conference, Canadian Association of Gift Planners and most recently was featured in Insights. A publication sent to 15,000 financial advisors across Canada. Always guided by helping others and giving back to her community, Susan co chairs the Major Donor cabinet for United Way. And she sits on an Advisory Board for the Calgary Foundation.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.