888 - 3rd Street SW
7th Floor, 350 - 7th Ave. SW
Vice President & Senior Wealth Advisor
Tel: (403) 503-7746
Fax (403) 503-7750
|''The susanobriengroup helps people focus on what matters most to them in their life and then develops customized strategies to help them achieve their personal and family goals."
A graduate of the University of Toronto, Bachelor of Commerce program, Susan has a double major in Finance and Economics. She has completed the Canadian Securities Course, Personal Financial Planning (PFP), the Conduct and Practices Handbook Course, and Portfolio Management Techniques. She completed the Senior Officers, Directors and Partners course with the Canadian Securities Institute.
Susan is designated as a Chartered Investment Manager (CIM) and holds the highest honour in the securities industry as a Fellowship of the Canadian Securities Institute (FCSI). Susan is an Insurance Advisor with BMO Nesbitt Burns Financial Services Inc. Susan has completed the BMO Nesbitt Burns Inc. 18 month Wealth Advisory program and is officially recognized as a Senior Wealth Advisor. Susan is certified as a Wealth Management Services Specialist for high net worth clients.
Susan is committed to her community. She has sat on the Advisory Committee for the Entrepreneurship Degree Program at Mount Royal College and has been a mentor through the Alberta Women’s Enterprise Initiative. She has been a guest speaker at the Investor Learning Centre and an industry columnist. She has held numerous volunteer positions in her community.
Susan enjoys skiing in the mountains, golf at the Glencoe Club and travelling.
Susan is a 2001 BMO Nesbitt Burns Inc. Silver Award winner
Susan is a 2002 BMO Nesbitt Burns Inc. Special Award Recipient
Susan is a 2004 BMO Nesbitt Burns Inc. Special Award Recipient.
Susan is a 2006 Presidents Council Member.
Susan is a 2007 Presidents Council Member.
Susan is a 2008 Presidents Council Member, Director Level
Susan is a 2008 Price Metrix Award Winner for business excellence
Susan is a 2008 BMO Harris Private Banking, Platinum Award Winner
Susan is a 2009 President Council Member
Susan is a 2010 President Council Member, Director Level
Susan is a 2011 President Council Member, Director Level
Susan is a 2012 Chairman's Council Member
Susan is a 2013 President Council Member, Director Level
Susan is a 2014 Chairman's Council Member
Susan is a 2015 Chairman's Council Member
Susan is a 2016 Chairman's Council Member