After Years at the CRA, Susan O’Brien Took a Leap and Started Her Own Tax-Consulting Firm - Calgary - Canada's Podcast

<p>After years in the tax world working at both the Canada Revenue Agency and in the private sector, <a href='https://www.linkedin.com/in/susanobrien1/'>Susan O’Brien</a> took a leap and started her own tax-consulting firm. While her business was successful, she had a gnawing feeling that she wanted more.</p> <p>Finding her heart was in wealth management, she started her next venture, the Susan O’Brien Group, with a large global Canadian bank in 1998. It has grown to become a nationally recognized wealth advisory practice.</p> <p>Now, having found her place, her focus is on an innovative and collaborative approach to wealth management. She is a sought-after speaker, facilitator, and planner working with C-suite executives and wealthy families who want more from their financial advisory relationships.</p> <p><a href='https://www.linkedin.com/in/susanobrien1/'>Susan </a>uses a <a href='https://www.networththinking.com/'>net worth thinking</a> lens to align all aspects of each client’s financial life. As an entrepreneur and mother of four children, she has a passion for helping her clients not only build their own net worth but also ensure that their wealth passes on to future generations.</p> <p><a href='https://www.linkedin.com/in/susanobrien1/'>Susan </a>has been featured in the Globe and Mail, and on CTV News and Global News. She was a 2018 finalist in the Women in Wealth Management Awards in the categories of "Women-Led Advisory Team of the Year" and "Excellence in Philanthropy and CSR." In 2019, she was a finalist in the Wealth Professional Awards for Excellence in Philanthropy and Community Service.</p> <p>Always guided by helping others and giving back to her community, she sits on advisory boards for the Calgary Foundation and United Way. She is also a member of the Women Presidents’ Organization (WPO), a global organization of top women entrepreneurs, where she offers peer-to-peer mentoring. Susan lives with her family in Calgary, Alberta, Canada.</p> <p>Entrepreneurs are the backbone of Canada