Are you worried that your Investment portfolio has suffered serious declines or that you will not be able to retire on schedule or with enough money? You are not alone. Many people share these concerns.
When you have clarity on money, you will be able to:
Build the dream lifestyle that you want in your golden years.
Avoid a shirtsleeves to shirtsleeves scenario in three generations.
Gain peace of mind knowing you’ll never have to worry about money in your retirement.
Pass on generational wealth to your children and grandchildren.
Take full advantage of opportunities for tax savings.
Leave a lasting legacy through strategic philanthropic giving.
Rethinking Retirement With a Net Worth Thinking Lens
Hi. My name is Susan O’Brien. Not only am I a Calgary financial advisor at the award-winning Susan O’Brien Group, I’m also the founder of the Net Worth Thinking Lens for High-Income Earners. If you’ve been asking yourself: Will I run out of money in retirement? Or, can I maintain my current lifestyle in retirement? You’re not alone. Almost every client who comes to me has these concerns, regardless of the wealth they’ve built over their lifetime.
At my nationally recognized advisory firm, I provide clients with an innovative, collaborative approach to wealth management. As an entrepreneur and mother of four children, I have a passion for helping people not only build their own net worth but also ensure their wealth passes on to future generations. How? Well, I believe in bringing the vision you have for your retirement into reality by viewing your finances through the four net worth thinking lenses: focus, function, family and freedom.
The retirement quiz is a key component of the Net Worth Thinking Lens and can help you determine which areas of your financial life need attention.
- 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
Net worth thinking Lens
Focus, Function, Family, Freedom
Susan O’Brien’s proprietary approach to financial planning integrates all of the pieces of your financial life. This enables you to make quality decisions that have a positive impact on not just your own net worth but the wealth of future generations as well.
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.”Hayward WallsRetired 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.”Marilyn Brown
“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.”Elizabeth and Dr. Tom Mainprize