返回团队

Alan O’Brien

CIM, MBS

Associate Advisor

After joining Nicola Wealth Management in 2013 as a Portfolio Trader, Alan is now an up and coming 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 strives to He 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 designation.

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 or hiking with his wife and dog.

问题和答案

  • 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.