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Susan O'Brien is a Calgary-based wealth advisor who leads The Susan O'Brien Group at BMO Nesbitt Burns and is the author of A New Way Forward For Wealth Management: Net Worth Thinking. Her practice emphasizes multi-generational family wealth and financial education, and she was named to The Globe and Mail's 2023 list of Canada's Top Wealth Advisors (a third-party ranking; not indicative of future results). She appeared on the podcast to discuss teaching children and grandchildren about money.