Approach to Investing with Clients
Kyle believes in building solid, long-term relationships with his clients based on trust and open communication. Working with a wide variety of clients from individuals to business owners, from tradespeople to professionals, Kyle enjoys taking the time to get to know you. After gaining an understanding of your family situation and financial goals, Kyle will work tirelessly for you as your Associate Portfolio Manager to develop and implement an investment strategy that meets your needs. At the end of every day, you should be comfortable with your portfolio, and know that Kyle will be available to help you succeed.
The individualized portfolios rely heavily on recommendations from Odlum Brown’s highly regarded Research Department. These recommendations focus on buying high-quality companies with sustainable competitive advantages and strong management and holding them for the long-term. The track record of the research team is best demonstrated by the impressive performance of the Odlum Brown Model Portfolio.
Why Odlum Brown
“Investing for Generations” is more than a tagline; it is engrained within Odlum Brown. For over 90 years, the firm has fostered relationships that span decades and generations, by putting clients first. Odlum Brown is independent; not involved in any underwriting and does not have any proprietary products that may influence the advice that Kyle provides.
Odlum Brown places an emphasis on individual and corporate integrity, and is committed to making a positive impact in the BC communities it serves. Odlum Brown is recognized as one of Canada’s Best Managed Companies, by remaining true to its employees, clients and community.
Background
Kyle graduated from the University of British Columbia with a Bachelor of Commerce Degree (Honors) with a Major in Management Information Systems (MIS). While attending UBC, Kyle played four years of Varsity Volleyball for the UBC Thunderbirds.
Kyle spent nine years in Vancouver working in a range of roles with a start-up company serving vertical markets including jet scheduling, global fulfillment, knowledge management, web traffic optimization and bioinformatics. He then spent four years working in healthcare analytics.
Born in Calgary and raised in Kelowna, Kyle spent 18 years living in Vancouver and has now returned to the Okanagan with his wife to raise their two children. They spend the majority of their free time chasing their kids around hiking and biking trails, ski hills, hockey rinks and soccer pitches. Kyle also serves as the Chair of the Kelowna General Hospital Foundation and previously served on the Board of Directors of Launch Okanagan for five years.