This AD has expired
Susan O'Brien headshot

After Years at the CRA, Susan O’Brien Took a Leap and Started Her Own Tax-Consulting Firm

Mario Toneguzzi |

After years in the tax world working at both the Canada Revenue Agency and in the private sector, Susan O’Brien took a leap and started her own tax-consulting firm. While her business was successful, she had a gnawing feeling that she wanted more.

Finding her heart was in wealth management, she started her next venture, the Susan O’Brien Group, with a large global Canadian bank in 1998. It has grown to become a nationally recognized wealth advisory practice.

Now, having found her place, her focus is on an innovative and collaborative approach to wealth management. She is a sought-after speaker, facilitator, and planner working with C-suite executives and wealthy families who want more from their financial advisory relationships.

Susan uses a net worth thinking lens to align all aspects of each client’s financial life. As an entrepreneur and mother of four children, she has a passion for helping her clients not only build their own net worth but also ensure that their wealth passes on to future generations.

Susan has been featured in the Globe and Mail, and on CTV News and Global News. She was a 2018 finalist in the Women in Wealth Management Awards in the categories of “Women-Led Advisory Team of the Year” and “Excellence in Philanthropy and CSR.” In 2019, she was a finalist in the Wealth Professional Awards for Excellence in Philanthropy and Community Service.

Always guided by helping others and giving back to her community, she sits on advisory boards for the Calgary Foundation and United Way. She is also a member of the Women Presidents’ Organization (WPO), a global organization of top women entrepreneurs, where she offers peer-to-peer mentoring. Susan lives with her family in Calgary, Alberta, Canada.

Entrepreneurs are the backbone of Canada’s economy. To support Canada’s businesses, subscribe to our YouTube channel and follow us on FacebookInstagramLinkedIn and Twitter.

Want to stay up-to-date on the latest #entrepreneurial podcasts and news? Subscribe to our bi-weekly newsletter.

Related Podcasts

Two former engineers pursued their passion a few years ago to establish the ‘spirits’ making company Bridgeland Distillery

Daniel Plenzik and Jacques Tremblay are founders and owners of Bridgeland Distillery. The former engineers pursued their passion a...

Read More

Jayson Krause, Founder of Level 52 & award-winning jack of all trades talks leadership & success

Jayson Krause is an award-winning jack of all trades. As an author, leadership strategist, speaker, executive coach, and the founder...

Read More

Tyler McCombs Founder of Devon + Lang, is bringing better pouch boxers to the market!

Devon + Lang was founded by Tyler and Dayna McCombs in 2019, but the idea for better boxers began much earlier. During...

Read More

Join Our Newsletter

Subscribe to receive info on our latest news and episodes