Susan O’Brien, Net Worth Thinking (Episode 250) | 17 February 2021

Susan combines a 23-year career as a BMO Nesbitt Burns wealth advisor with a customized approach to providing financial advice to individuals and their families. Susan seeks to have “money conversations” clients and potential clients that are “relevant” to their situation and circumstances. In a world that is continually “Cash-less”, that conversation will differ if it is with your child deciding on a how to “pay” for a new mobile device or considering the implications of whether grandma will obtain “in-home’ care or move to an assisted-living home.

To find out more about Susan and her innovative and collaborative approach to wealth management, click on one or more of the links below:

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Susan O’Brien Group

Website: https://www.networththinking.com/

Linkedin: https://www.linkedin.com/company/net-worth-thinking

Facebook: https://www.facebook.com/networththinking

A New Way Forward book: https://www.amazon.ca/New-Way-Forward-Wealth-Management/dp/1949639398

Will I run out of money in retirement? Find out in a quiz: https://www.networththinking.com/calgary-retirement-planning/

Free book! https://www.networththinking.com/a-new-way-forward-for-wealth-management/

Upcoming Webinars: https://www.networththinking.com/webinar/

Google Page: https://g.page/susan-o-brien-group-calgary?share

Media Kit: https://www.networththinking.com/media-kit/#

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Susan O’Brien on LinkedIn | https://www.linkedin.com/in/susan-o-brien-/

Amazon link to Susan’s book “A New Way Forward For Wealth Management: Net Worth Thinking” | https://amzn.to/2OQrwmP

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Financial planning | Wealth management | Money manager | money equation | Financial education | Personal financial planning | HNWI | Family office | Estate planning | Investing | Money matters | Family investing | Children's Education |