T. A. (Tim) O’Brien, BBE, CPA, CGA, CFP
The “Net Worth” CoachTM
“Providing entrepreneurs and their families an unique ability to enhance and enjoy their net worth.”
Integrity & Commitment – now and for the future. TM
A resident of the Niagara Peninsula Wine region and a graduate of Brock University (1987), Tim commenced his practice as a non-designate in June 1991 after three years within a management role of a national telecommunication firm. After two years of considerable focus on his accounting/tax practice, he completed the Canadian Securities Course in 1993 and then his Investment Funds Institute of Canada’s Branch Manager’s course in 1996 at which time he commenced the St. Catharines branch operations of a National investment dealer. Continuing on the financial stream he completed his level 1 Life Insurance Agent’s course in 1997. In tandem to the financial designations, he maintained vigilance in the exemplary Certified General Accountants program (having started it in 1991) and in 1998, having completed the requirements, was called to membership with the Certified General Accountants of Ontario and the Certified General Accountants of Canada. By December of that same year, he also successfully completed the requirements to receive his Certified Financial Planners designation. In 1999, he completed what was then the Level 2 Life Insurance Broker’s course and received his Broker’s license. By this time, the finishing touches had been put on the creation of Niagara’s first multi-disciplinary firm, which saw clients serviced by a team of professional advisors who were trained and/or licensed in accounting, taxation, investment and insurance.
Located at 266 Welland Ave. St. Catharines, Ontario, Tim maintains supervision of a “Wealth Management Centre”. The center includes both the accounting practice of the Niagara Peninsula’s office of TurnerMoore LLP Certified General Accountants and a cooperating sub-branch investment office of a national investment firm.
Although his partners on the accounting and taxation side are accountants, his partner on the investment and insurance side and fellow “Net Worth” CoachTM is his wife and fellow Brock Graduate (1987), Darlene. Darlene holds licenses in both Investment Funds (Investment Funds Institute of Canada 1995) as well as her Life Brokers’ life license (1997 and 1999). Darlene is an integral partner of the Wealth Management Center providing solid advice and consultation.
Together Tim & Darlene “provide entrepreneurs and their families an unique ability to enhance and enjoy their net worth”. Known as the Net Worth CoachTM Approach they provide comprehensive personal financial planning using an exclusive six-step process including a detailed analysis of retirement, taxation and estate considerations.