Eighth Avenue Place, East Tower
525 8th Avenue SW
7th Floor, 350 - 7th Ave. SW
A business about family
Your financial health is deeply entwined with your day-to-day. We work to bring families together in the present through high-touch, holistic planning, attending to relationships by sustaining open communication and shared understanding. We always work with both partners, offering counsel that equally strengthens your connection to your finances and to one another.
Centered on health, wealth and relationships
The Susan O’Brien Group Wealth Advisory of BMO Nesbitt Burns was founded over 20 years ago by entrepreneur Susan O’Brien, offering depth and savvy to your financial well-being. They are in your corner, managing the complexities of your assets as a tight-knit group of specialized experts. Directed as an extension of your executive team or the people that matter most to you.
Robust knowledge, purposefully grounded in process
We work independently and practice price integrity, with an extraordinary client to advisor ratio. This allows for wealth management that is balanced, steadfast and tailored to your family’s needs. Our in-depth discovery, integrated planning and implementation are tested, allowing for an advantage in assessing diverse opportunities to build and protect your wealth.
Giving you freedom and choice to be more
Whether you are laying the foundation for future generations of success or engaging in philanthropic ventures, your trusted partners at the Susan O’Brien Group Wealth Advisory do not see high net worth in isolation. We see it as a part of your family story and legacy; a source of connection; and the driving force behind your goals, values and resolve.