Successful investment management requires planning and discipline.
Gareth’s focus is on utilizing the independent, value-based investment philosophy of the Odlum Brown Research Department to cut through distracting news headlines to ensure your investment decisions are based on solid fundamentals. Helping clients navigate the risks and rewards of investing and avoiding mistakes is the basis of long-term wealth generation. The success of the research department’s hypothetical Odlum Brown Model Portfolio demonstrates the results of discipline over time.
Gareth has a strong focus on the planning process and he works with each client to build a portfolio tailored to complement their financial objectives, needs and risk tolerance. He is dedicated to building long-lasting relationships based upon trust and confidence, allowing him to advise clients through the financial challenges and transitions faced in each stage of their life.
Gareth joined the team at Odlum Brown in 2014. He was born and raised in BC, and has lived and worked within the Victoria community for much of his life. Before joining Odlum Brown, he served Victoria for 10 years as the owner and operator of a successful construction contracting business. On weekends he can be found playing in his woodworking shop, or cycling the streets and trails in and around Victoria.
If you would like to receive our monthly newsletter, the Odlum Brown Report, please contact Gareth.