The Brian O'Connor Team
Senior Financial Planner
As you prepare for your financial future, it helps to have an experienced professional with whom you feel comfortable and whom you can trust.
Brian O’Connor of Optimize Wealth Management in Port Dover/Dunnville has been that friendly professional to generations of Southern Ontario residents. With almost 30 years of Banking and Financial planning experience, Brian continues to find satisfaction in helping people achieve their financial goals.
Having a strategy and setting goals to achieve success in life is where Brian is there to help. Whether it be retirement planning, estate planning, cash flow planning or tax planning, everyone’s situation is unique and requires a personalized plan and attention to detail.
The Brian O'Connor Value Add
The cornerstone of his service rests in effectively matching his clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. Brian measures his success by how well he has helped his clients achieve their specific goals and objectives.
Brian provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring his clients always benefit from the highest level of service. At Optimize, Brian works alongside an experienced team of licensed portfolio managers to help clients achieve their desired long-term financial and investment goals.
Brian's Approach to Wealth Management
Optimizing your investments is an important step to achieving your financial goals but realize that it is just one step in a much longer journey. Brian, along with a licensed portfolio manager from Optimize Wealth, will focus on looking at the complete picture as it relates to your particular situation. They begin this process by listening intently to your specific goals and objectives. They then analyze every aspect of your situation such as your investments, mortgage and other debt, will, insurance, company plan, and tax preparation needs.
Once they have completed their analysis, they together will then design you a coordinated strategy to achieve all of your particular goals and objectives. In order to provide you with a better sense of just how much value they could bring to you and your family, the range of services offered through Brian and a licensed portfolio manager from Optimize are outlined in detail below.
As a Senior Financial Planner, Brian helps coordinate your financial plan by organizing the strategy into efficient steps toward your goals. Proper Wealth Management is an ongoing process which helps you make prudent decisions about your money in order to achieve your specific goals.
Brian's Wealth Management Team
Head of Financial Planning