Jodi McLaughlin

Background

About Jodi McLaughlin

A tireless advocate for financial and investment literacy and empowerment, Jodi brings that expertise surrounding wealth planning, particularly amongst millennials, to The Susan O’Brien Group Wealth Advisory’s multi-generational wealth planning practice. As a Wealth Advisor & Investment Advisor, Jodi’s educative approach helps instill confidence in clients while ensuring every aspect of wealth is factored into the client’s plan. Jodi has a Bachelor of Commerce with Distinction from the Haskayne School of Business at the University of Calgary where she was also the recipient of the Silver Medallion, an achievement awarded to the top-performing student in each major. While completing her degree, she was asked to tutor personal financial management at both the undergraduate and MBA levels at the University of Calgary, igniting her passion for advancing the financial education and well-being of others. Jodi honed her wealth planning and investment expertise at a major financial institution for over a decade before joining The Susan O’Brien Group Wealth Advisory in 2020. In addition to her B.Comm with Distinction, Jodi holds the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations. Jodi holds the Chartered Investment Manager (CIM®) and Personal Financial Planner (PFP®) designations and is in constant pursuit of expanding her knowledge, reading anything that’s put in front of her (besides pop culture) and devouring podcasts. Jodi lives with her husband Christopher and their two cats. When she’s not reading, she enjoys travelling and biking.