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Susan O'Brien
Kathy Eliuk
Blair Baert
Robyn Carson

Tel: 403-503-7748

Address
Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1
Map

Our Clients

We pride ourselves on the long-term, honest relationships we create with our clients, and the levels of financial success and security we help them achieve for their families and beyond. Learn more about who our clients are and why they love working with us.




Educative, Long-Standing Relationships
“My wife and I have had a successful relationship with Susan for seventeen years and during this time financial markets have been ‘all over the map’. I sometimes react emotionally to negative market ‘noise’, so in the beginning, conversations with Susan were about dispelling the nonsense and dealing with the volatility of the market in a rational manner. We now focus on our timelines to retirement and beyond.
- G.K. & A.K. (Retired Oil & Gas Professionals) November, 2018

Unparalleled Service and Trust
“Their approach to consulting and follow-through is a distinguishing characteristic of their service. Susan and her team act with high integrity, always maintain confidentiality of personal information, and are responsive and personable.
- H.W. (Retired Oil & Gas Executive) November, 2018

Truly Holistic Wealth Management
“You and your team truly offer fully integrated wealth planning services and the level of detailed analysis that your clients regularly receive (a true DEEP DIVE) is something that truly sets your team apart. I am also very fond of how you make it your team’s responsibility to help clients make sure they have proper legal and tax details in order; not simply just providing referrals to other professionals, but engaging those professionals to get your clients’ planning completed in a timely, effective fashion. Your focus on intergenerational planning and education is also admirable as it is these folks that will be the future stewards of the wealth you are helping their parents to create and preserve.”
- J.T. (Estate & Insurance Advisor) November, 2018

Retirement Peace of Mind
“Susan has demonstrated a sincere caring for our financial welfare and has integrity and continuity to boot. I am now in a position to retire successfully, thanks to Susan’s guidance and planning. I can, therefore, highly recommend Susan and team to anyone interested in investing with peace of mind in the decisions.”
- K.A. (Retired Graphic Designer and Business Owner) November, 2018

Client-First Advisory
“You have a true advisory team, that takes on the responsibility of getting clients to where they need to be from where they are right now, in a 100% ‘client first’ philosophy – even when that means the conversation with your client is one that they are not going to necessarily like in the short term. Your professional, plan based and client first (no matter what!) advice is exactly what builds trust and success for you and your clients.”
- R.F. (Financial Executive) November, 2018

Strengthening Family Partnerships
“No doubt you are a good people-person to be able to know how to deal with folks as opposite as [us]. I have not felt talked down to for not being as financially astute as my husband, and I have learned a lot from your patient explanations about the decisions you make on our behalf.”
- M.B. (Artist) November, 2018
 
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.