After years in the tax world working at both the Canada Revenue Agency and in the private sector, Susan O’Brien took a leap and started her own tax-consulting firm. While her business was successful, she had a gnawing feeling that she wanted more. Finding her heart was in wealth management, she started her next venture, the Susan O’Brien Group, with a large global Canadian bank in 1998. It has grown to become a nationally recognized wealth advisory practice.
Previous PostCalgary Business Podcast
Next PostAn Important Way High-Net-Worth Parents Can Teach Their Kids About Money