Since 1997, the members of The Seattle Investment Group have provided our clients with exceptional personalized service. Our approach is to listen carefully to each client, determine their objectives, time horizon and risk tolerance, and integrate these into a personalized investment strategy and plan. Our vast experience and myriad of investment options means that we can select the most suitable investment solutions for every client. We never employ a “cookie cutter” approach and often utilize RBC’s Private Wealth Group which is a team of professionals available to meet and consult on our clients’ individual needs. Special focus is on retirement funding plans, investment guidance, portfolio reviews, insurance analysis and estate planning. A truly holistic wealth management service is provided. We now service over $320 million in assets under management and have been with the firm for 10 years.

Michael O'Brien

Managing Director - Financial Advisor, Consulting Group

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David Moskovitz, CFP®

Senior Managing Director - Branch Director, Senior Consulting Group

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Cherie Wright

Senior Financial Associate


Leanne Gow

Investment Associate


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