Dr. Patrick O’Brien is Chartered Investment Manager and financial planner with RBC Dominion Securities providing a full financial advocacy for his clients. He helps them reduce taxes, effectively manage investments/insurance and plan for retirement or independent incomes, estate and business sales or succession.
He holds designations for options, financial planning (FMA), and insurance. He was awarded the 2011 and 2012 5-star Wealth Manager prize by Business in Vancouver magazine. He writes articles on financial topics for the BC Holstein News and speaks in conjunction with professionals in law and accounting on investment and business succession.
Patrick has a doctorate in Veterinary Medicine with distinction from the University of Saskatchewan (1987) retiring from active farm practice in 2003. He was the CEO and CFO of a technology start-up from 2004 to 2006. He began investing on his own behalf in the mid 1990s while still a practicing veterinarian.
Patrick and his family live in Maple Ridge.
More information about Patrick along with his articles appears on his website, http://www.patrick-obrien.ca
Dr. Patrick O’Brien DVM FMA CIM | | RBC Dominion Securities Inc. |
11855 224th Street, | Maple Ridge, BC | V2X 6B1 | T. 604-467-5321 | C. 604-809-0931 |F. 604-463-6824 | Toll Free 1-877-272-2002 | firstname.lastname@example.org