As the founder of the O’Brien Investment Group, Michael O’Brien has over 40 years of experience in the Wealth Management industry. As a Senior 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 affluent individuals, family generations, foundations and corporations. Michael holds the Chartered Investment Manager (CIM® ) and Certified Financial Planner (CFP® ) designations and is insurance licensed. Michael is 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. Michael’s passion continues to grow over the years. He is always the first one to log in on our team and the last one to log out. His dedication to his business is unrivaled. He loves what he does.

Outside of the office, he enjoys spending time on his hobby farm in Central Saanich with his wife Leah, dogs Tippy & Coco, horses Rosie & Bettie, and mini horses Fifty & Smartie. The grandchildren are usually hanging about as well!

Jessica has worked in the Wealth Management industry since 2008. Over the last decade, she’s built a successful and well-respected practice that specializes in strategic wealth planning for business owners, professionals, trusts, and retirees. As a Wealth Advisor and Portfolio Manager, Jessica emphasizes the importance of Wealth Planning and 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 B.Comm 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 enjoys volunteering within her community. She is a board member on the Saanich Peninsula Hospital and Healthcare Foundation, a member of 100 Women Who Care - Peninsula and on the Board of Sidney Business Improvements Association. She has previously sat on the Board of Directors for BC Cancer Foundation and still remains involved. Jessica enjoys spending quality time with her two children, Charlie and Ophelia and husband Ian. She loves to run, competing in the occasional race, read – mostly crime fiction, hike, and travel anywhere with sun although she rarely ‘lounges.’

Thomas was born and raised in Montreal and later moved to the West Coast to attend Shawnigan Lake School before heading to the University of Victoria. After spending a few years abroad traveling 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. In his spare time Tom loves to play golf and spend time with his partner Michelle, daughter Sterling and adorable dog Manchas!

Rebecca began her career in Wealth Management in 2013. As a Client Associate of the O’Brien Investment Group, she brings to the team extensive experience in bookkeeping, management, and marketing along with a Bachelor’s Degree in Science. Rebecca is licensed to trade and is your contact for any trading inquiries and/or requests. She also manages all of our Estate processes. She is passionate about bringing people together by planning our client events.

When not in the office Rebecca loves being with her husband Cory, Violet & Penelope (daughters) and Phoenix & Archer (stepsons), Gizmo (the pug) and Thumbelina (the cat). Among her many interests Rebecca loves to spend time at Horne Lake with her husband, travel with her family and find sunshine!

With over 17 years of experience at CIBC Wood Gundy with the O’Brien Investment Group, Trish is a knowledgeable Associate Wealth Advisor who holds the CIM® designation and a Bachelor of Commerce degree. She specializes in portfolio management, research, and trading, with a particular focus on our proprietary Dividend Value Discipline Model.

Trish is adept at evaluating and managing all aspects of client investment portfolios. She takes pride in understanding her clients' financial goals and enjoys the process of building and refining their investment strategies.

Outside of work, Trish enjoys exploring the outdoors with her family and cheering on her children at their sports events.

Odessa is a dedicated Client Associate, bringing a blend of enthusiasm and skill to her role. With a focus on handling administrative tasks efficiently and a positive attitude that enhances our client interactions, Odessa is a cornerstone of our team. She is licensed to trade and is currently pursuing the CFA program, underscoring her commitment to continuous learning and professional growth.

Odessa's proactive approach and dedication to staying informed about the latest industry trends ensure that our clients receive the highest level of service. When she's not managing client needs or studying for her CFA exams, Odessa enjoys exploring the world of fashion, spending quality time with her fiancé Mark, and doting on her beloved cat, Kita.