Tel: 403-503-7748

Address

BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW
Suite 1100
Calgary, AB
T2P 1G1
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Contact Us

Our Team

The Susan O’Brien Group Wealth Advisory

The Susan O’Brien Group Wealth Advisory of BMO Nesbitt Burns is a twelve-time BMO Nesbitt Burns Chairman’s and Presidents Council award winning wealth advisory practice. The team was founded in 1998 and focuses on a collaborative approach to wealth management. Operating as a boutique destination within a large global firm, they are able to deliver personalized wealth management while utilizing the depth and breadth of resources available through BMO. Their specialized team of professionals are united by their shared philosophy to deliver an unparalleled level of counsel and dedication to their clients. They focus on the creation of personalized written financial plans that are built upon independent advice, integration and implementation of every facet of their client’s lives.
 


 

Susan O’Brien, B. COMM, CIM®, FCSI

 
Susan O’Brien, Senior Vice-President & Senior Wealth Advisor, is responsible for the overall strategic direction of the practice and focuses on developing ground-breaking 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.

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Kathy Eliuk 

 
Kathy Eliuk, Sales Assistant, is responsible for managing the service side of the business and handles all administrative and operational matters to ensure each client request is handled promptly and efficiently. Kathy has over 20 years of experience in the wealth management industry and works tirelessly to ensure the Susan O’Brien Group Wealth Advisory exemplifies excellence in client service. 

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Blair Baert, B.Com, CFP®, CLU®, CIM®

 
Blair Baert, Wealth Advisor, is primarily responsible for the creation, implementation and ongoing monitoring of personalized wealth management plans for affluent families. Blair is a Bachelor of Commerce graduate from the University of Alberta.
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Jodi McLaughlin, B.Comm, PFP®, CIM®

 
Jodi McLaughlin, Associate Investment Advisor, has over ten years of experience helping families reach their goals.  She has three primary areas of focus. She co-creates with clients their unique wealth plans and ensures they are implemented. She is responsible for business development & strategy.  And most importantly, Jodi’s passion includes advancing investor education, particularly among millennials.

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