Who we are - Our Team
The Hibernia Financial Group is a multi-disciplinary Financial Planning and Investment Management advisory. Our primary goal is planning for our clients in the accumulation, management and inter-generational transfer of assets in a structured, risk adverse, and tax efficient manner.
We are independent financial advisors. We have the capacity to include both investment and risk management solutions from a wide range of providers. Our primary investment research partner is also independent of any of the major banks. Hibernia Financial Group prides itself on its independence as we believe it gives our clients the broadest and truest choice of solutions available in the market place.
We are advocates for financial literacy and prefer to use plain language rather than ‘industry speak’. Our proprietary process, called Navigator360°, will act as our guide to provide both an holistic overview of your current personal and/or corporate circumstances and a pathway to the future you desire.
Working with Your Team
At Hibernia Financial Group we meet with clients who have existing relationships with other tax and legal professionals. We are happy to work with your team or refer as required in order to achieve the best possible outcome for your specific situation.
Our Team -
Brendan O’Brien has brought together a team of specialists to ensure his clients receive efficient, expert and friendly financial planning advice and servicing.
Our Other Professional Resources
Because financial situations are often complex, Brendan typically works directly with other professionals to design and implement the strategies that will help you to achieve your goals. He relies on a network of professionals who provide technical advice as required. The professionals Brendan will work with for you include your own specialists, or our referrals for:
- Legal Professional, generalist
- Estate Lawyer
- Chartered Accountant
- Mortgage Broker
- Real Estate (Commercial and residential)
- Specialty Insurance
Disclaimer – Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Agency. Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund.