Senior Wealth Advisor

Michael O'Brien

BA, MBA, RRC

​Our dreams and aspirations help make our lives meaningful, but we all know you need more than just a wish to achieve them. A well thought-out and executed strategy is what really gets you to your important financial goals, whether planning for retirement, children’s education, or funding regular family vacations. With my extensive experience you can count on me to provide the high quality, unbiased investment, retirement income, and estate planning advice needed to help you reach your financial goals.

As a McMaster MBA graduate, I completed the Canadian Securities Course, and the Professional Financial Planning Course with honours. As a Registered Retirement Consultant (RRC) I specialize in helping you build a plan to not just invest for retirement, but understand how to get the most tax efficient income possible in retirement.

I love living in the community where I work, and am particularly proud to work for a company like Meridian, which shares the same commitment to community that I have. I am a volunteer coach for my children’s soccer teams. I am actively involved with the Kidney foundation, my church and associated Knights of Columbus Council, and colitis fundraising.

As an experienced Senior Wealth Advisor I will ensure that you receive straightforward advice you can trust on investments, tax issues, pensions, and retirement planning. I look forward to talking to you about all the ways Meridian can help you live and retire well.

 
Meridian Credit Union