As a parent, you want to see your children make the right choices when it comes to buying their first home. That’s why the team at Susan O-Brien Group created a straightforward, first time home buyer toolkit so your adult children’s decisions are realistic, less overwhelming, and more enjoyable.
A Toolkit That Makes First Time Home Buying a Breeze For Your Adult Children
Buying Your First Home Toolkit will help:
- take the mystery out of the Canadian home buying market
- provide the resources that can drive well-informed decision-making
- break down the financials so your adult kids know exactly where their money goes
- guide how to best manage inherited wealth towards buying a first home
- streamline and focus the home buying process to save time and energy
Get Your First Time Home Buyer Toolkit Today.
Download this all-in-one resource to help your adult children start the home buying journey on the right foot.
What’s in the Toolkits
Find all the resources needed to guide the home buying journey and arrive at goals with confidence.
Learn the ins and outs of different kinds of home ownership and what will work best for your adult children’s lifestyles and first time investment.
Take a deep dive into what’s needed in a home. A wish list? Must-haves? Sometimes there’s a difference.
The future is always a consideration when buying a home. This toolkit will help your adult children understand how home buying choices evolve as lifestyle changes require.
Buying a first home is a bigger decision than just the home itself. Do your kids enjoy vacations? The occasional indulgence? Help your children arm themselves with tips on investing wisely so they are not “house poor”.
Whether working from a millennial budget or managing a large inheritance, find out the best options for first-time real estate investment.
Net worth thinking Lens
Focus, Function, Family, Freedom
Our Buying Your First Home Toolkit uses Susan O’Brien’s Net Worth Thinking Lens as a framework for making first time real estate investment a structured process.You and your children can Focus finances on decisions that encompass what’s most important. Then consider how best wealth can Function, which determines which type of home will meet present or future needs. Family plays an integral role in first time real estate investment — is inherited wealth management part of the picture? If so, family conversations are integral so that everyone has clarity. Lastly, a close look at what financial Freedom looks like helps determine a realistic home buying budget with room to spare.
Meet Your Award-Winning
Susan O’Brien, a multi-award winning advisor, founded the Susan O’Brien Group, a nationally recognized wealth advisory practice, in 1998. Her focus is on an innovative and collaborative approach to wealth management. As an inheritance financial advisor, she helps families navigate how to manage inherited wealth. She is a sought-after speaker, facilitator, and planner working with C-suite executives and wealthy families who want more from their financial advisory relationships. Susan has been featured in the Globe and Mail, and on CTV News and Global News. Always guided by helping others and giving back to her community, she sits on advisory boards for the Calgary Foundation and United Way. Susan lives with her family in Calgary, Alberta, Canada.
- Chartered Investment Manager (CIM®)
- Fellow of the Canadian Securities Institute (FCSI®)
- Personal Financial Planner (PFP®)
- Canadian Securities Course (CSC)
- Life License Qualification Program (LLQP)
- Conduct and Practices Handbook (CPH)
- Portfolio Management Techniques (PMT)
- Investment Management Techniques (IMT)
- Wealth Management Essentials (WME)
- Partners, Directors and Senior Officers Course (PDO)
- Wealth Management Services Specialist for High Net Worth Clients
Praise for Susan O’Brien
“Their approach to consulting and follow through is a distinguishing characteristic of their service. Susan and her team act with high integrity, always maintain confidentiality of personal information, and are responsive and personable.”H.W.Retired O&G Executive
“No doubt you are a good people person to be able to know how to deal with folks as opposite as [us]. I have not felt talked down to for not being as financially astute as my husband, and I have learned a lot from your patient explanations about the decisions you make on our behalf.”M.B.
“While we know we are not at the end of our professional relationship with you, we want to express our appreciation of your good management of our finances which has surely contributed to our ability to enjoy this wonderful retirement.”E.M. & T.M.
“Passion, knowledge, and a genuine interest in achieving the best for clients is what makes Susan exceptional. What’s more is her dedication to community and her thoughtful approach in the use of philanthropy in financial planning. This sets her apart and I would highly recommend her to anyone wishing to explore philanthropy as a strategic tool for personal wealth management.”K.Y.
Download Susan O’Brien’s Buying Your First Home Toolkit.
Help your children through the first-time home buying process and equip them with the right tools and information.