Paula Obrien
Portfolio Manager, Associate Investment Advisor at Richardson Wealth
Based in Ottawa, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Ottawa
Industry
Financial Services
Company size
929
Contact information
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p•••••••@richardsonwealth.com
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Background
About Paula Obrien
I leverage my financial planning and investment management expertise of 28 years to help identify the vital financial and personal information needed to develop strategies that are tailored to our client families' individual needs and goals. Our team then determines the appropriate investment and de-cumulation strategies and ensure adherence to a strict unemotional execution of the investment discipline, working closely with families to ensure effective and efficient inter-generational wealth transfer. A graduate from Carleton University with a Bachelor of Commerce, Honors degree, I have collected a few designations on my journey: Chartered Accountant (CPA, CA) Certified Investment Management (CIM®) Elder Planning Counselor (EPC) Fellow of the Canadian Securities Institute (FCSI®). The client families we work with have shared the vision of their lives with us and our team is committed to the successful achievement of those dreams.
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