As a Portfolio Manager, Chad blends his experience and passion for investing with his deep understanding of the wealth management process. Chad moved from the Sunshine Coast to Vancouver for post-secondary education and to begin his career in the investment industry. He joined Odlum Brown in the summer of 1997 and worked as an Equity and Derivatives Trader for six years prior to becoming an Investment Advisor and Portfolio Manager. As a Trader, he was responsible for U.S. and Canadian stock transactions along with global equity and option order execution. During that time, he also assumed responsibilities as Alternate Registered Options Principal, which involved the supervision and compliance for options trading at Odlum Brown.
Chad studied finance and accounting at BCIT and has achieved a number of industry designations. He holds the Canadian Investment Manager (CIM) and Chartered Market Technician (CMT) designations. He has completed his Certified International Wealth Manager (CIWM) designation, a global standard for wealth management. He has completed the Partners, Directors and Senior Officers Course and holds the Derivatives Market Specialist (DMS) designation. Chad is a Fellow of the Canadian Securities Institute (FCSI®), the highest honour and most senior credential in the Canadian financial services industry. In 2014 Chad was included in Wealth Professional magazine’s Top 50 Advisors, spotlighting the Canadian financial services industry’s top performers.
Chad is passionate about philanthropy and giving back to the community. He spent four years volunteering with Junior Achievement British Columbia as a high-school classroom educator in finance. He is currently a Director for the Sunshine Coast Community Foundation and Chair of the Sunshine Coast Community Foundation’s Investment and Oversight Committee. He is a Director and a valued member of Odlum Brown’s Retail Advisory Committee.
Chad lives in Port Moody with his wife and two daughters.