Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Alan O’Brien

CIM, MBS, CFP


Position

Wealth Advisor

Client Relationship Manager


Alan O’Brien

CIM, MBS, CFP

After joining Nicola Wealth in 2013 as a Portfolio Trader, Alan moved into the role of an advisor on the Nicola Wealth Planning Team.

Prior to joining Nicola Wealth, Alan worked in the corporate trust department of a worldwide banking and financial services holding company.

Alan genuinely enjoys getting to know his clients and prides himself on the level of service he provides as he refines his integrated planning expertise.

Initially earning a Masters of Business Studies (MBS), Alan has also secured the CIM and CFP designation. He is also a member of Advocis and has earned the Life License Qualification Program (LLQP) certification.

Growing up in Ireland, Alan is known around the office for his friendly accent but few would know that he was actually born in Australia. Outside of the office, this passionate rugby fan can be found taking in a match, spending time with his family or hiking with his wife and dog.


Question & Answers

  • Best wine?

    Pretty much any BC Pinot Gris.

  • Wise words my father taught me:

    Get up early and get your work done, then you can do whatever you like!

  • What is your favorite website to waste time on?

    BBC News/Sport

  • What is your favourite Canadian City other than Vancouver?

    I love Jasper

  • Retirement Dreams?

    Buy a farm and breed thoroughbred horses.