Kirk Obrien
Director, Wealth & Tax Planning @Bmo Private Wealth
Victoria, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2005 — Present
Director, Wealth & Tax Planning @Bmo Private Wealth
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BC, CA
I help BMO clients, families and their advisors with complex wealth planning
EDUCATION
2006
Dalhousie University
Master of Business Administration - MBA
2013 — 2015
Chartered Professional Accountants of Canada (CPA Canada)
CPA, CMA, Accounting and Business/Management
SKILLS
InvestmentsWealthAsset ManagementFinancial ServicesRelationship ManagementFinancial PlannersSuccession PlanningWealth Preservation PlanningWealth ManagementHigh Net Worth IndividualsEstate Tax PlanningInvestment AdvisoryAsset AllocationBankingMutual FundsRisk ManagementInvestment StrategiesRetirement PlanningFinancial PlanningMortgage LendingNaviplanFinancial AdvisoryTaxWealth Management ServicesCross-Border PlanningEstate PlanningPortfolio ManagementLoansCommercial BankingBusiness Relationship ManagementCoachingStrategic Financial PlanningPresentationsPrivate Banking
ABOUT KIRK OBRIEN
I help successful business owners, families and their advisors with wealth planning, including, tax, estate, succession & philanthropic planning
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