The purpose money serves you is a question only you can answer. How you like to spend your time and your money are decisions only you can make. How to put an effective plan in place to achieve the goals you need your money to finance is one we can answer. 

If you have asked yourself any of the following questions, we can help you find the answers
  • Will I have enough to have the lifestyle I want?

  • Will my money last as long as I need it to?

  • How do I protect what I’ve saved from taxes, risk, and inflation?

  • Do I have enough to live a work-optional life?

  • Will my family be OK if something happens to me?

  • What will the transition out of my business look like?

  • Am I doing everything I can to grow and protect my money?

  • How do I stay on track for the long term with all the conflicting information out there?

As Chartered Accountants turned to wealth management, Hall O’Brien Wealth Counsel runs a multi-disciplinary practice to help successful executives, business owners and their families like you achieve your vision for prosperity by using tax reduction strategies wrapped around investment advice.

All advisors have a duty to ensure investments are suitable for their clients. However, only Portfolio Managers are under fiduciary obligations, required to act in the best interests of their clients. Paula O’Brien and Joelle Hall both hold the CIM® designation1 and are licensed Portfolio Managers subject to fiduciary duties to their clients.

 

1. The Chartered Investment Manager (CIM®) code of ethics requires a CIM (under 2.1): to treat each client with respect, put the client’s interests ahead of their own, and to not exploit a client for personal advantage. 
 


 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

26 July 2021
Gold has lost some of its mojo
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28 June 2021
Investors are getting smarter
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July 2021
Investor Strategy: Half time with a big lead
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Conversations on wealth: Podcast

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Podcast

 

Conversations on Wealth is a podcast series dedicated to helping Canadians navigate the complexities of wealth through a multi-dimensional approach to planning and wealth management.

Listen to the lastest episodes here.