How a check-box mentality may be hurting your financial future Published by Susan O'Brien on Jul 06, 2021 I’m kicking off a “Think Again” series with blog posts that cover ideas and practices that have become commonplace but need to be reevaluated. The check-box culture is a good starting point. After all, who among us doesn’t make lists? There’s something... Read more
Successful wealth transfer: How to avoid shirtsleeves to shirtsleeves in three generations Published by Susan O'Brien on May 28, 2021 Shirtsleeves to shirtsleeves in three generations is a saying that refers to the all-too-common occurrence of families losing their wealth within a few generations. The first generation builds wealth through hard work and sacrifice, the next generation... Read more
5 mistakes high-net-worth parents make when teaching children to manage money Published by Susan O'Brien on Apr 06, 2021 When it comes to wealth planning strategies for Canadians, I know the importance of passing on generational wealth. In fact, it’s something I help my clients with every day as a Calgary financial advisor. Yet, as I mentioned in my last post, “An Important... Read more
An important way high-net-worth parents can teach their kids about money Published by Susan O'Brien on Feb 10, 2021 As a high-net-worth parent, you may be poised to pass on generational wealth to your children, but what about passing on your financial values and know-how as well? A reason why so many families lose their wealth by the second or third generation is because... Read more
What is generational wealth and what are some of the challenges high-net-worth parents face? Published by Susan O'Brien on Sep 30, 2020 For over two decades, I’ve been working with families to help them envision their goals and dreams and how to achieve them. Since wealth doesn’t occur in a vacuum, one area we focus on is the idea of generational wealth. In this first post in my generational... Read more
5 key takeaways from my Financial Wellness During a Pandemic series Published by Susan O'Brien on Aug 04, 2020 Over the last several months, my Calgary wealth management firm hosted a webinar series titled, Financial Wellness During a Pandemic. Throughout the course of the series, I featured guests from five investment firms. Each firm had a different philosophy... Read more