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Michael O'Brien, Financial Advisor

FINANCIAL ADVISOR
Michael J O'Brien

15 Lockport Way, Stoney Creek, ON L8E 0H8opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Wealth strategies
  • Business owner considerations
  • Estate and legacy strategies
  • Sustainable Investing
  • Wealth protection strategies

About Michael

I have been helping people all my life. Whether giving advice to friends and family or teaching my children to ride their bikes.

Today, my first goal is always to understand what is most important to you. Only then can we work together to meet your goals. By understanding your dreams, hopes and expectations we can work through our established process.

Life is a ride, not a destination. And most important to me is partnering with my clients to chart a course to ensure their retirement is fulfilling, they can afford their children's education, or their business assets are best invested....

Work History

  • Edward JonesJune 2017 to Current

Education

  • McMaster UniversityMaster of Business Admin
  • Brock UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Camping
  • Reading
  • Sports Enthusiast
  • Cooking

Team Members

  • Kourtney Casey
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(905) 570-0452

Fax

(855) 843-6492

Office Address

15 Lockport Way
Stoney Creek, ON L8E 0H8opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More