Our Process
Kim offers discretionary portfolio management for clients who entrust us with the day-to-day investment decisions that build and protect their wealth. These three elements are essential to our comprehensive approach to helping you achieve your financial goals and objectives:
1. Discovery | A roadmap for success.
Communication is the foundation of our client relationships – our process begins with an in-depth conversation that allows us to capture your unique financial situation. Together, we would review and discuss your current asset allocation, future expenditures, financial objectives and risk tolerance. We also use this opportunity to introduce our management philosophy, fee structure and how we can tailor your portfolio to better suit your goals.
Understanding your risk tolerance is the first step to building an effective investment portfolio. The definition and development of your financial objectives and risk tolerance help us to recommend an appropriate balance of equities and fixed income.
2. Financial Planning | Financial well-being beyond an investment portfolio.
Our advice is comprehensive. We proudly offer our clients the opportunity to work with our team of specialists at Odlum Brown Financial Services Limited, the firm’s wholly owned subsidiary. Through this comprehensive review, they establish a snapshot of where you are and projections of where you are going. Especially in down markets, clients find perspective in how their portfolios compare with the long-term trajectory of their goals and the steps we can take to ensure they remain on track.
Odlum Brown Financial Services Limited are also able to assist you with information on estate planning, wealth transfer, insurance planning and products, and philanthropic planning. Through our extensive professional network, we can also coordinate and refer related services we do not provide, such as tax preparation or legal advice.
3. Investment Approach | Growing our clients’ wealth through a disciplined, value-based approach.
With respect to equity and fixed income selection, Odlum Brown’s Research Department is highly regarded across Canada for its long-term thinking and high-quality, objective research. Our research team provides analysis on a wide range of companies, which make up the Odlum Brown Model Portfolio. We use this research to our advantage when we formulate your investment strategy.
Since 1923, Odlum Brown has remained an independent firm. Our independence enables us to focus on recommending what’s best for our clients and ensures our interests are aligned. We only succeed when you succeed.