Hi. I’m Susan O’Brien, a Calgary financial advisor and founder of the nationally-recognized Susan O’Brien Group. My wealth planning strategies guide Canadians such as C-suite executives and high net worth families get more from their financial advisory relationships. Finance has been my passion for almost 25 years — Prior to the Susan O’Brien Group, I built a robust and intricate understanding of personal finances while working at the CRA, in the private sector, and as founder of my own tax consultancy firm.
My collaborative, strategic approach to family wealth planning has been featured in various national media; I’ve shared my expertise in the Globe and Mail, and on CTV News and Global News. Through my proprietary Net Worth Thinking Lens, I’ve helped countless clients align their wealth with their life goals. Financial acumen aside, I’ve also raised four children so I understand firsthand the importance of heritage wealth planning.
In the community, I enjoy giving back through several community boards and offer mentorship to up-and-coming women entrepreneurs. My nature is to help, so if you’re thinking about improving your wealth planning, I can assist you in making impactful improvements that will give you peace of mind.