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.
In 1998 I was recruited to work in our Nation's Capital. However, my wife Michelle brought me back to the beautiful Hamilton, Dundas, Ancaster area.
We live here, with our 2 wonderful children Mary and Matthew. Michelle enjoys teaching and we have been involved coaching our children's soccer teams.
In 2002 my family was blessed. Michelle married me and my Mom was able to share a kidney with my Dad. Since that date we have been a part of the Kidney Walk every year. We are also actively involved raising money for Cancer research and the Crohn's and Colitis Foundation.
My family enjoys visiting the many parks and outdoor areas in our community. I invite you call or email us to find a few minutes to sit down for a coffee.
- Retirement Income Strategies
- Wealth Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Socially Conscious Investing
- Wealth Protection Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Phone NumberMichael J O'Brien at (905) 570-0452
More to explore
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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Setting your path
We use an established process to help you reach your goals.Learn More