George O'Brien
Investment Advisor
George O’Brien began his career at CIBC Wood Gundy in 2010. He is a graduate from the Sobey School of Business, and has successfully completed several required industry courses – including, but not limited to the Canadian Securities Course, the Personal Financial Planners (PFP®) Course and the Wealth Management Essentials Course. He is also currently a candidate for the Chartered Investment Manager (CIM®) designation. George’s approach to the wealth management process focuses on a deep understanding of his clients financial needs, paired with a standardized investment practice, allowing his clients to spend more time focusing on the things that matter to them the most.
George O'Brien
George O’Brien began his career at CIBC Wood Gundy in 2010. He is a graduate from the Sobey School of Business, and has successfully completed several required industry courses – including, but not limited to the Canadian Securities Course, the Personal Financial Planners (PFP®) Course and the Wealth Management Essentials Course. He is also currently a candidate for the Chartered Investment Manager (CIM®) designation. George’s approach to the wealth management process focuses on a deep understanding of his clients financial needs, paired with a standardized investment practice, allowing his clients to spend more time focusing on the things that matter to them the most.