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.


2021 year-end tax planning checklist

Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax-planning perspective that can make a positive impact on your overall finances.

View article

 

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Market research
Insights 

 

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

24 January 2022
Is growth over?
View article

17 January 2022
What is wrong with gold?
View article

 

 

January 2022
2021 Recap and 2022 Market Outlook
View article

Conversations on wealth: Podcast

Listen here
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.