Our Partners
Michael Bacon, CFP
Wealth Planning Consultant, BMO Private Wealth
Michael advises high net worth individuals, families, professionals and business owners on comprehensive wealth planning including Retirement, Tax, Trust & Estate, Succession and Philanthropic planning and solutions. Drawing on extensive experience, he helps clients understand and articulate objectives for their wealth and family. A skilled listener, Michael focuses on discovery to identify issues and narrow the scope of planning solutions.
Kirk O'Brien, CPA, CMA, MBA, TEP, CFP
Director, Wealth & Tax Planning Ultra-High Net Worth
Kirk advises ultra-high net worth clients, families and business owners on comprehensive wealth planning, including family wealth preservation, business succession, tax, trust & estate, philanthropic and cross-border planning. Drawing on over 35 years extensive experience, Kirk helps clients articulate objectives for their wealth. He focuses on discovery to create value by helping identify issues and narrow scope on customized planning solutions. Kirk has an MBA from Dalhousie University, is a Chartered Professional Accountant (CPA, CMA), Certified Financial Planner (CFP), Trust & Estate Practitioner (TEP) and Family Enterprise Advisor (FEA). Kirk is married with two adult children, lives on Vancouver Island and spends substantial time with clients, family and friends in Greater Vancouver and the B.C. Interior