Thank you to Canada’s Podcast for inviting me to speak about Net Worth Thinking.

Listen here to learn about my journey as an entrepreneur, how to apply the Net Worth Thinking Process in your financial plan and what my thoughts are on retirement.

Susan O’Brien

Susan O’Brien

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.