Kirk O'Brien Email
Director, Wealth and Tax Planning @ BMO Private Banking
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Kirk O'Brien Location
- Victoria, BC, CA
Kirk O'Brien Work
- 2005 - now Director, Wealth and Tax Planning @
- 2002 - 2005 Senior Private Banker @
- 1999 - 2002 Account Manager Executive and Financial Planner @
- 1993 - 1999 Account Manager Investments @
- 1989 - 1993 Personal Banker @
Kirk O'Brien Education
- Chartered Professional Accountants of Canada (CPA Canada)
CPA, CMA (Accounting and Business/Management)
2013 - 2015 - Dalhousie University
Master of Business Administration - MBA
Kirk O'Brien Skills
- Estate Planning
- Investments
- Strategic Financial Planning
- Wealth
- Wealth Management
- High Net Worth Individuals
- Private Banking
- Portfolio Management
- Mutual Funds
- Retirement Planning
- Banking
- Wealth Management Services
- Tax
- Succession Planning
- Investment Advisory
- Mortgage Lending
- Financial Services
- Loans
- Relationship Management
- Financial Planning
- Financial Advisory
- Financial Planners
- Risk Management
- Investment Strategies
- Asset Allocation
- Coaching
- Asset Management
- Commercial Banking
- Wealth Preservation Planning
- Estate Tax Planning
- Cross-Border Planning
- NaviPlan
- Presentations
- Business Relationship Management
- Leadership
- Team Building
- Social Media
- Public Speaking
- Online Marketing
- Sales
- Blogging
- Digital Media
- Market Research
- Business Development
- Advertising
- Strategic Planning
- Online Advertising
- Microsoft Office
- Marketing
- Social Networking
- Microsoft Excel
- New Business Development
- Customer Service
- Social Media Marketing
- Email Marketing
- Management
- Cross Border Planning
- Marketing Communications
- Marketing Strategy
Kirk O'Brien Summary
- Kirk O'Brien, based in Victoria, BC, CA, is currently a Director, Wealth and Tax Planning at BMO Private Wealth. Kirk O'Brien brings experience from previous roles at RBC. Kirk O'Brien holds a 2013 - 2015 CPA, CMA in Accounting and Business/Management @ Chartered Professional Accountants of Canada (CPA Canada). With a robust skill set that includes Estate Planning, Investments, Strategic Financial Planning, Wealth, Wealth Management and more. Kirk O'Brien has 1 emails on RocketReach.
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