BMO Nesbitt Burns - Susan O'Brien

Specialties:
Family Wealth Management
We believe your wealth enhances your life and the life of others.

Welcome to the Susan O'Brien Group

'We help people focus on what matters most to them and then develop customized strategies to help them achieve their personal and family goals.'

We bring it all together for you.

Our famous Relationship Conversation is where we start to know you. We ask a lot of questions, and do a lot of listening, so that we can have an intimate view of your big picture.

We appreciate your wealth is a tool that helps you live your life and take care of those you love.

At the Susan O'Brien Group we fundamentally believe that we can't manage your wealth unless we fully understand your goals and values, hopes and dreams.

We do our homework.

We have made a deep commitment to deliver personal and conservative financial counsel with a consistently high level of service. We are committed to your needs.

Our practice has grown significantly from client referrals. The Susan O�Brien Group currently has space for select clients who value long-term relationships.

You will like it here

Our partnership with BMO Nesbitt Burns offers you the best resources and solutions available to Canadians today.

We give you peace of mind.

Please click on the learn More to read about our approach, our process and our clients.

Taking care of yourself and your family means enjoying a relationship with a dedicated advisor focused on your and your family.

¹Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2008 Report.

²All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.

³The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual�s particular tax position should be attained in respect of any person�s specific circumstances.