First Vice-President, Portfolio Manager, Investment Advisor
Toll Free: (800) 561-5864
Fax: (250) 361-2270
The O'Brien Investment Group
The O'Brien Investment Group's Discretionary Portfolio Management style combines convienence, ease of mind and flexibility; alleviating clients of the investment decisions while achieving their financial goals. Combining the day-to-day management of their client's investments with unbeatable service results in better than market returns and peace of mind.
An extremely important aspect of our business is client satisfaction. Developing long-term relationships with our clients ensures that we fully understand their investment needs and financial objectives.
We understand that the majority of investors are looking for a regular income stream, capital growth with out taking substantial risk and protection from inflation, The O'Brien Investment Group's Advisor Managed Accounts strategy consists of selecting high quality, dividend paying securities. The overall strategy and stock selection for your portfolio is tailored specifically to your long-term investment goals.
The O'Brien Investment Group prides ourselves on the relationships we build with our clients. As their priorities and goals change, our fully capable team is able to adapt and assist in any way possible.
Whether you are looking for financial planning services, insurance, registered education savings plans, retirement savings plans, registered retirement income funds, retirement & estate planning or tax-free savings accounts, these services are all available to our clients to ensure that all of your financial needs are met.
New clients accepted by referral only. Our services are most appropriate for investors with household investable assets of $500,000 and more.