Andy Leitao is a Portfolio Manager. He has worked at Odlum Brown for over a decade. Andy worked alongside Investment Advisor Chris Tidd (retired); and continues to work with Investment Advisor and Chair Andy Eisenbock. With their combined investment industry experience, the team ensures that every client’s investment goals and objectives are achieved.
Andy works with each client to tailor a portfolio best suited to meet their individual needs, financial objectives and risk tolerance. Understanding that a solid Investment plan is pivotal in achieving an individual’s current and future goals, he utilizes the value-based investment philosophy shared with the Odlum Brown Research Department, to keep his client’s investment plans disciplined and on track.
Andy offers discretionary portfolio management and ensures the optimal strategy is created for each of his clients. He utilizes a full range of services to strategically develop a personalized portfolio. This process involves working with Odlum Brown Financial Services Limited* to assist clients with retirement, tax and estate planning, coupled with an in-house trading desk and our independent research team.
Andy manages investment accounts for his clients, including:
- Registered Accounts (RRSPs, RRIFs, LIRAs, LIFs, RESPs, and TFSAs)
- Corporate Accounts
- Trust Accounts
More About Andy
Giving back to the communities in which we live and work is important to Andy. In his spare time, Andy can be found volunteering with the boys' basketball program at Centennial High School in Coquitlam. On weekends, Andy enjoys rock climbing and hiking up the Chief in Squamish. He is always looking to push his boundaries and challenge himself.
If you would like to receive our monthly newsletter, the Odlum Brown Report, please contact me.
*Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products, retirement, estate and financial planning exclusively to Odlum Brown clients.