LukeĀ O'Brien, MBA, CFA

Associate Portfolio Manager & Investment Advisor

709-576-4358 | Email me
800-563-0935

Luke joined RBC Dominion Securities St. John's Branch in 2010 after spending the prior decade in Toronto. While away, Luke completed an MBA at the University of Toronto’s prestigious Rotman School of Business (where he achieved the Highest Academic Standing in the Graduating Class of 2003) and earned the Chartered Financial Analyst Designation from the CFA Institute. From 2003 until returning to Newfoundland, Luke worked with the Royal Bank of Canada, most recently as Director of Credit Portfolio Management in the bank’s International Wealth Management division. Luke currently holds securities, options, futures and insurance licenses.

 

Lukes Wealth Management Approach

The first meeting is designed to help Luke understand your needs. RBC Dominion Securities offers a very broad and deep set of solutions: Investment Management, Insurance Consulting, Structured Settlements, Will & Estate Planning, Margin Credit, Charitable Giving Solutions, etc. The challenge is to construct and implement the wealth management solutions most appropriate for you. To do this Luke will need to understand your background, values about money, current life situation, tax position, and long term goals.
 
Please contact Luke today to arrange your complimentary initial meeting.

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