Dr. Patrick O'Brien, Senior Wealth Advisor of RBC Dominion Securities Inc.

Dr. Patrick O'Brien, Senior Wealth Advisor of RBC Dominion Securities Inc. Patrick is an experienced portfolio manager and investment advisor with RBC Dominion Securities.

Patrick is an experienced portfolio manager with RBC Dominion Securities, who invests primarily in companies that meet his criteria for safety, income and tax minimization. In addition, Patrick brings a focused financial and estate planning team to clients to ensure the best and most effective decisions are made on an ongoing basis. Together, the investment and planning program provides income, se

curity and tax minimization in the context of a holistic financial plan and road map for each client. To schedule your complimentary, no-obligation review, please contact me at 604-467-5321 or [email protected]

With all the volatility in the markets, it’s understandable to be concerned about your investments. I’m here to help. My...
05/26/2020

With all the volatility in the markets, it’s understandable to be concerned about your investments. I’m here to help. My complimentary, personalized review is designed to help you feel more confident in your wealth strategy.

The result is one of two things:

You gain the peace of mind of knowing you are on track – or the confidence of knowing exactly what you need to do to get back on track.

To schedule your complimentary, no-obligation review,
please contact me at 604-467- 5321 or [email protected].

05/25/2020

Patrick is an experienced portfolio manager with RBC Dominion Securities, who invests primarily in companies that meet his criteria for safety, income and tax minimization. In addition, Patrick brings a focused financial and estate planning team to clients to ensure the best and most effective decisions are made on an ongoing basis. Together, the investment and planning program provides income, security and tax minimization in the context of a holistic financial plan and roadmap for each client.

Address

200-11980 227th Street
Maple Ridge, BC
V2X6J2

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Website

Alerts

Be the first to know and let us send you an email when Dr. Patrick O'Brien, Senior Wealth Advisor of RBC Dominion Securities Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category