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O’Brien Investment Group

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Testimonials

Testimonials

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I am very happy to offer this testimonial for Michael O'Brien and the O'Brien Investment Group. After mostly mediocre (or worse) results with several financial planners in the 90's, I was introduced to Michael O'Brien about fifteen years ago. Our kids went to school together and my sons both spoke very highly of Michael, so I went to see him. I was immediately taken by his level of knowledge of the markets and his analytical approach to investment decisions. I felt like he was a man I could trust. This was the beginning of the close business relationship and personal friendship that we still enjoy today.

The O'Brien Investment Group is comprised of a handful of dedicated people, committed to looking after our best interests and they are all a pleasure to deal with. The extremely professional service level and more importantly, results we have enjoyed over the last twelve years have provided our family with the comfort one would hope to have with your financial partner. They have continually outperformed market indices and done so without excessive fees and unnecessary fuss and worry. Because of the confidence I have in the entire team at O'Brien, I have introduced them to several of my successful friends who have all (every one of them) enjoyed a similarly positive experience.

I would not hesitate to recommend O'Brien Investment Group to anyone.


- Art Aylesworth

 

My wife and I (and our youngest daughter) are delighted with the way in which Michael has handled our finances over the past several years – I only wish we had been in his hands years earlier! We would have no hesitation in recommending Wood Gundy to anyone and, in fact, have done so. Not only Michael, but your entire staff epitomize professionalism. Keep up the great work!

- Bruce, Doreen and Kathy Thom

I have been a client with CIBC Wood Gundy, specifically Michael O'Brien and his team of highly professional assistants, since April 2009. During that time my Corporate and Personal accounts with them have been handled with care and attention, receiving above satisfactory returns and gains. Reporting, security and documentation has also been above average. Prior to moving from Calgary to Victoria, I had numerous accounts with different firms with below average returns and headaches. Since my 2009 consolidation of accounts to Michael O'Brien's team, I have been very happy with the change. He is always approachable and his investment knowledge and analysis of markets is a winning combination in my books.

- Cal Gabel

I have been a client of Mike's since his early days as a financial advisor. Over the years, he has invested my money wisely enabling me to take early retirement and live every day comfortably. He has guided me through some rough financial times, the worst being 2008 and thanks to him, my portfolio bounced back strongly. Personally, he is a great guy to deal with, always pleasant and very knowledgeable. He takes the time to get to know you and understands your personal risk tolerance. I would strongly advise anyone in need of financial advice to see Mike. In my books, he is the best.

- Patricia Pawley

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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc. (“ISI”), CAM and credit products. CIBC Private Wealth services are available to qualified individuals. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.