Dr. Patrick O'Brien, DVM, FMA, CIM
Senior Portfolio Manager & Wealth Advisor
Combining experience, insight, and empathy to cultivate your wealth
As a former veterinarian with nearly 20 years of financial industry experience, Patrick understands the ongoing demands of farms, medical practices, and entrepreneurship. This unique perspective allows him to provide strategic insight and integrated solutions to help you overcome complexity, live comfortably, and concentrate on your priorities.
Alongside a dedicated team of advisors and administrators, Patrick delivers a level of wealth management often described as a family office. By creating and implementing an all-encompassing, tailored plan, they give you the freedom to pursue your interests while ensuring your financial peace of mind.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals
What we do
My team and I use a family office approach to help meet your personal and professional needs in all wealth management areas, serving as a sounding board and guide for all family members. This may include generating retirement income, increasing tax efficiency, enhancing capital growth, and consulting on business opportunities, estate planning, and real estate, as needed.
How we work
Our work with you extends beyond managing your wealth and investments. We are committed to helping you make informed decisions about your wealth – and life. You can rely on us to align your plans with your values and goals, track your progress, and leverage the expertise of our network of specialists.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Our clients
While we are able to advise on any Canadian’s wealth, our accomplished team has expertise and experience serving the particular requirements of several key groups.
Farmers and agricultural professionals
Your farm may be your most valuable asset. Whether you’re running a farm, thinking of selling it, or considering transferring it to the next generation, we can help minimize your tax liability and help you plan for the future.
Medical professionals
Offering support and advice from residency to retirement, we’ve served doctors, dentists, and various other medical professionals through all stages of their careers.
Working professionals
If you’re still actively building wealth, we can help you prioritize goals, build your assets while managing debt, and plan for the future, so that you can focus on what truly matters most to you.
Business owners
With a complete understanding of the unique circumstances facing business owners, we offer fully integrated personal and business wealth planning that always keeps taxes top of mind.
Executives
C-suite professionals, directors, and decision makers can take advantage of tailored solutions that help maximize compensation, protect wealth, and take advantage of fast-moving career opportunities.
Newsletter + Case Studies
Please see below our client case studies and notes.
Client Case Study: Employees with Side Gigs
A couple approaching retirement seeks financial guidance to consolidate assets, plan for retirement income, and address estate planning concerns, including next-generation education.
Client Case Study: Farming Families
Dr. Patrick O'Brien helped a retired chicken farming family consolidate their assets, create a personalized investment plan, and develop a comprehensive estate strategy to secure their financial future and legacy.
Client Case Study: Veterinarian
Dr. Patrick O'Brien is a veterinarian who, along with his spouse, runs a 5-person hospital and satellite clinic, and sought financial planning to address wealth management, debt repayment, and investment goals for their family and practice.
Summer 2025 Client Note
Dr. Patrick O'Brien's Summer 2025 Client Note introduces new team member Thais Garcia, discusses market resilience despite global challenges, and emphasizes the importance of strategic investing and estate planning for long-term financial stability.
Spring 2025 Client Note
Dr. Patrick O'Brien's Spring 2025 Client Note reassures clients about portfolio resilience amid market volatility, emphasizes the value of recurring income streams, and offers insights on economic trends, elections, and estate planning.
Giving back
At RBC Dominion Securities, we see it as our duty to make a positive difference in the communities where we live and work. Here are some of our areas of focus.
Youth mental health and prosperity
RBC Dominion Securities invests in initiatives and programs that offer youth equitable access to skill- and career-building opportunities, such as RBC Future Launch.
Environment
As part of the RBC climate vision, RBC Dominion Securities is committed to supporting programs and organizations that offer a more sustainable path forward.
Older Canadians
We are dedicated to empowering older Canadians to prepare for and, ultimately, thrive in their later years. To this end, RBC Dominion Securities partners with the National Institute on Ageing.
Economic female empowerment
RBC Dominion Securities celebrates every step toward success for women to push through barriers and achieve prosperity, collaborating with key partners, such as the Women’s Age Lab and the Women’s Brain Health Initiative, and supporting impactful initiatives, such as Dress for Success.
Arts and culture
RBC Dominion Securities supports organizations and events that promote more opportunities for emerging artists and the next generation of creators, including the RBC Emerging Artists initiative.
Healthy, prosperous communities
RBC is committed to supporting indigenous inclusion and prosperity through financial services, employment, education, outreach, and business development. We like to think global and act local, extending our support to locally relevant basic needs programs and helping our most vulnerable community members.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.