Maureen O'Brien
Maureen O'Brien Associate Wealth Advisor

Everyone, regardless of wealth or stage in life, can benefit from going through the financial planning process.

In my role with The Delfino Group, I assist clients with articulating and achieving their objectives by focusing on financial and estate planning. I make sure we talk through all the major and minor decisions that will not only impact your financial situation, but also your quality of life. Seeing the overall impact of sound planning and helping clients achieve financial security – that’s what gets me to my office every day.

Working in the industry since 1994, I’ve come to believe you must always lead with financial planning. Everyone, regardless of wealth or stage in life, can benefit from going through the financial planning process and I’m here to help you do that.

In my free time I enjoy running, hiking, reading and relaxing at our cottage. My husband, Jean, and I are avid travelers and we love to explore new destinations with family and friends.

Qualifications:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)
  • Canadian Investment Manager (CIM)

No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently.