Michael O'Brien
Tel:
(111) 111-1111Email:
michael.obrien@cibc.caTrish Terrell, CIM®, B.Comm.
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.
Michael O'Brien
Portfolio Manager
Senior Investment Advisor
Jessica O'Brien Cameron, PFP, B.Comm., CIM®
Wealth Advisor
Trish Terrell, CIM®, B.Comm.
Associate Investment Advisor
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.
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.