Serving Sidney & Victoria: Personalized Wealth Management
At the O’Brien Investment Group, we are more than just Investment Advisors; we are partners in your wealth journey. The team is led by Michael O'Brien, Senior Portfolio Manager, Senior Investment Advisor who has over 40 years of industry experience. For over four decades, Michael and his team have been helping individuals and their families in Sidney and Victoria achieve peace of mind and clarity over their financial futures.
We are passionate about truly getting to know you. By building deep, personalized relationships, we uncover opportunities to help you grow and protect your wealth. Whether it’s financial planning, comprehensive investment management, estate planning and processing, we partner with CIBC experts to guide you every step of the way.
We understand that finding wealth management solutions that are right for your unique needs can feel complex and overwhelming, but we take the time to ensure that you understand where and why your money is invested, giving you confidence and comfort.
With our experienced team managing the complexities of your financial strategy, you can focus on the things that matter most to you. To learn more about our services, or for a second opinion on your investment portfolio, reach out to us at 250-361-2272.
