888 - 3rd Street SW
7th Floor, 350 - 7th Ave. SW
|Independent Advice you can count on
The susanobriengroup is a sixteen time award winning nationally recognized wealth advisory team whose competitive advantage is based upon independent advice, integration and implementation of wealth management opportunities.
Have confidence in your financial needs
Our attention to detail and follow through combined with an unparalleled level of service provides our clients the confidence that their financial affairs are handled with the highest level of competency.
Delivering excellence to all our clients
Our team works together with integrity in a ground breaking, forward thinking environment which promotes open, honest communication, and a sense of excellence in all we deliver.
Focused on your needs
Our office exhibits an atmosphere of calm where the team can pay serious attention to our client's needs. As a first class wealth advisory practice we have earned the respect of our clients and have been emulated by our peers.
Click here to read the susanobriengroup's recent feature in the BMO Global Asset Management 'Insights' publication.