OUR TEAM
Michael O'Brien, CIM, CFP
Tel:
(250) 361-2272Email:
michael.obrien@cibc.caAs the founder of the O’Brien Investment Group, Michael has over 35 years of experience in the Wealth Management industry. As a Portfolio Manager and Senior Wealth Advisor, he has actively managed his proprietary portfolio since 2002 and is known for his dedication to his work, his integrity, and trustworthy nature. Michael has built a very successful, well respected business, managing wealth for high net-worth clients, family generations, foundations and corporations. Michael holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations, and is insurance licensed. Michael is very philanthropic and has been involved in many non-profit boards throughout his career. He is a big supporter of the CIBC Miracle Day, donating a portion of his fees each year to support local children in need.
Jessica O'Brien Cameron, PFP, B.Comm., CIM®
Tel:
(250) 361-2272Since 2008, Jessica has worked in the wealth management industry, building a successful and well-respected business that specializes in strategic wealth planning for business owners, executives and professionals. As a Wealth Advisor and Portfolio Manager, Jessica applies an in-depth approach that focuses on understanding her clients' unique circumstances and providing suitable solutions including insurance, financial and estate planning, investment management and the use of tax-advantaged solutions. Her goal is to provide clients with peace of mind; knowing that their wealth is being looked after.
Jessica graduated with her Business Commerce degree and is a holder of the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations. Jessica is also licensed in life, disability and accident insurance. In her spare time, Jessica sits on the Board of Directors for BC Cancer Foundation and enjoys spending quality time with her two children and husband.
Thomas McPherson
Email:
thomas.mcpherson@cibc.caThomas was born and raised in Montreal and later on moved to the west coast to attend Shawnigan Lake School before heading to the University of Victoria. After spending a few years abroad travelling and working, he moved back to Victoria in 1995 and soon after joined CIBC banking in 1996. His career continued to grow as he left the banking side of CIBC in 2003 to focus purely on investments. Thomas has a wealth of experience in all facets of asset management and financial needs from in-depth Financial Planning, Debt Structure to developing bespoke Investment Strategies for his clients varied financial goals.
Rebecca Beaudry
Tel:
(250) 361-2272Email:
rebecca.beaudry@cibc.caRebecca brings to the team extensive experience in book keeping and management along with a Bachelor's Degree in Science. Rebecca is licensed to trade so she will be your first point of contact for any trading inquiries and/or requests. She is focused on developing and maintaining customer service. Rebecca will be able to answer or direct any administrative questions you may have as well as any questions you have regarding trades, the market and your portfolio.
Trish Terrell
Tel:
(250) 361-2272Email:
patricia.terrell@cibc.caTrish is a qualified Associate Investment Advisor who holds a CIM® designation and a Bachelor of Commerce degree. She has worked with the O’Brien Investment Group since 2007. As the central coordinator of our in-house investment portfolio, she focuses on all aspects of portfolio management including research and trading for clients. Her attention to detail is second to none which results in proactive account management.
Odessa Kretzschmar, B.Comm.
Tel:
(250) 361-2297Email:
Odessa.Kretzschmar@cibc.comMichael O'Brien, CIM, CFP
Portfolio Manager
Senior Wealth Advisor
As the founder of the O’Brien Investment Group, Michael has over 35 years of experience in the Wealth Management industry. As a Portfolio Manager and Senior Wealth Advisor, he has actively managed his proprietary portfolio since 2002 and is known for his dedication to his work, his integrity, and trustworthy nature. Michael has built a very successful, well respected business, managing wealth for high net-worth clients, family generations, foundations and corporations. Michael holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations, and is insurance licensed. Michael is very philanthropic and has been involved in many non-profit boards throughout his career. He is a big supporter of the CIBC Miracle Day, donating a portion of his fees each year to support local children in need.
Jessica O'Brien Cameron, PFP, B.Comm., CIM®
Wealth Advisor
Portfolio Manager
Since 2008, Jessica has worked in the wealth management industry, building a successful and well-respected business that specializes in strategic wealth planning for business owners, executives and professionals. As a Wealth Advisor and Portfolio Manager, Jessica applies an in-depth approach that focuses on understanding her clients' unique circumstances and providing suitable solutions including insurance, financial and estate planning, investment management and the use of tax-advantaged solutions. Her goal is to provide clients with peace of mind; knowing that their wealth is being looked after.
Jessica graduated with her Business Commerce degree and is a holder of the Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations. Jessica is also licensed in life, disability and accident insurance. In her spare time, Jessica sits on the Board of Directors for BC Cancer Foundation and enjoys spending quality time with her two children and husband.
Thomas was born and raised in Montreal and later on moved to the west coast to attend Shawnigan Lake School before heading to the University of Victoria. After spending a few years abroad travelling and working, he moved back to Victoria in 1995 and soon after joined CIBC banking in 1996. His career continued to grow as he left the banking side of CIBC in 2003 to focus purely on investments. Thomas has a wealth of experience in all facets of asset management and financial needs from in-depth Financial Planning, Debt Structure to developing bespoke Investment Strategies for his clients varied financial goals.
Rebecca brings to the team extensive experience in book keeping and management along with a Bachelor's Degree in Science. Rebecca is licensed to trade so she will be your first point of contact for any trading inquiries and/or requests. She is focused on developing and maintaining customer service. Rebecca will be able to answer or direct any administrative questions you may have as well as any questions you have regarding trades, the market and your portfolio.
Trish is a qualified Associate Investment Advisor who holds a CIM® designation and a Bachelor of Commerce degree. She has worked with the O’Brien Investment Group since 2007. As the central coordinator of our in-house investment portfolio, she focuses on all aspects of portfolio management including research and trading for clients. Her attention to detail is second to none which results in proactive account management.
Odessa Kretzschmar, B.Comm.
Client Associate
Our partners
We partner with CIBC experts to help address all of your wealth needs.
Brian Einarson, B.Comm., CFP, RRC
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.
Pat Marshall, CIM, CFP
Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans.
Rhonda Yates
Rhonda believes that a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her clients' goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
By taking the time to learn about and understand her clients, she can provide customized banking services to meet their unique needs.
Brian Einarson, B.Comm., CFP, RRC
Senior Trust and Estate Consultant
Brian believes that a key component of any wealth management plan is an estate plan that protects our clients’ assets, preserves their legacy and ensures their estate is distributed efficiently. Brian has been in the financial services industry since 2000. He started his career with a major investment firm and joined CIBC in Victoria, BC in 2006. Since then he has been honing his skills in financial and estate planning. Brian provides clients with a personalized approach to Wills, Powers of Attorney, and Trust services. When it comes to estate planning, every family presents a unique set of circumstances and Brian helps clients establish a plan that is custom tailored to suit their distinct needs.
Pat Marshall, CIM, CFP
Wealth strategist
Pat adds value by working closely with each individual client to provide comprehensive financial plans that focus on what is important to them. She takes an in-depth approach to understand our clients’ unique situation and provides a formal recommendation to optimize how financial affairs are structured, integrating retirement, tax, will, estate, trust and insurance plans.
Rhonda Yates
Private Banking Advisor
Rhonda believes that a key part of her role is to provide clients and their families with convenience, flexibility and peace of mind through the services she provides and the financial solutions she offers.
Once she understands her clients' goals, she engages her colleagues from across the CIBC Group of Companies to develop financial solutions and recommendations to best position their financial resources for today and the future.
By taking the time to learn about and understand her clients, she can provide customized banking services to meet their unique needs.