Goal-based approach, professional investing

I’m a financial planner first and foremost. Working closely with each client, I focus on goal based wealth management strategies that keep in mind your objectives and risk tolerance. These strategies are designed to work in synergy with your vision for the future to help you reach your short, medium and long term goals.

By building unique investment plans for multi-generational families, high-net-worth individuals, farmers and agribusiness professionals, I help clients preserve, manage and transfer generational wealth today – and for future generations.

- James O'Brien

James O'Brien, B.Comm., CFP

Investment Advisor & Financial Planner


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