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Susan O'Brien

PFP®, CIM®, FCSI, Senior Vice President & Senior Wealth Advisor, Susan O’Brien Group Wealth Advisory, BMO Nesbitt Burns

Susan O’Brien, Senior Vice President and Senior Wealth Advisor, is responsible for the overall strategic direction of the practice and focuses on developing innovative approaches. She excels at guiding families through deep, meaningful conversations in order to define their vision for the future and help them bring it to life through expert stewardship.

Susan is a Finance and Economics graduate from the University of Toronto and has over 30 years of experience in the financial industry.

Susan is passionate about giving back to her community and is responsible for numerous volunteer and philanthropic initiatives. She lives with her husband Peter and enjoys outdoor sports, reading and travelling.

Credentials

  • 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

Awards

  • 2001 BMO Nesbitt Burns Inc. Silver Award Winner
  • 2002 BMO Nesbitt Burns Inc. Special Award Recipient
  • 2004 BMO Nesbitt Burns Inc. Special Award Recipient
  • 2006 President’s Council Member
  • ​​2007 President’s Council Member
  • 2008 President’s Council Member, Director Level
  • 2008 Price Metrix Award Winner for Business Excellence
  • 2008 BMO Harris Private Banking, Platinum Award Winner
  • 2009 President’s Council Member
  • 2010 President’s Council Member, Director Level
  • 2011 President’s Council Member, Director Level
  • 2012 Chairman’s Council Member
  • 2013 President’s Council Member, Director Level
  • 2014 Chairman’s Council Member
  • 2015 Chairman’s Council Member
  • 2016 Chairman’s Council Member
  • 2017 Chairman’s Council Member
  • 2018 Women in Wealth Management Awards Finalist: Excellence in Philanthropy & CSR
  • 2018 Women in Wealth Management Awards Finalist: Women-Led Advisory Team of the Year
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