The purpose money serves you is a question only you can answer. How you like to spend your time and your money are decisions only you can make. How to put an effective plan in place to achieve the goals you need your money to finance is one we can answer.
If you have asked yourself any of the following questions, we can help you find the answers
- Will I have enough to have the lifestyle I want?
- Will my money last as long as I need it to?
- How do I protect what I’ve saved from taxes, risk, and inflation?
- Can I stop doing what I don’t enjoy and live the life I choose?
- Will my family be OK if something happens to me?
- What will the transition out of my business look like?
- Am I doing everything I can to grow and protect my money?
- How do I stay on track for the long term with all the conflicting information out there?
As Chartered Accountants turned to wealth management, The O’Brien Team runs a multi-disciplinary practice to help successful executives, business owners and their families like you achieve your vision for prosperity.
All advisors have a duty to ensure investments are suitable for their clients. However, only Portfolio Managers are under fiduciary obligations, required to act in the best interests of their clients. Paula O’Brien and Joelle Hall hold both the CIM® designation1 and Paula is a licensed Portfolio Manager.
1. The Chartered Investment Manager (CIM®) code of ethics requires a CIM (under 2.1): to treat each client with respect, put the client’s interests ahead of their own, and to not exploit a client for personal advantage.