Through open communication, timely research, and customized investment strategies, I help build and protect wealth for my clients.
It All Starts with a Discussion
My role as a Portfolio Manager is to guide my clients through the process of building and maintaining an investment portfolio that meets their individual needs and financial objectives. I understand that the assets my clients entrust me with, whether it be for their retirement, a large purchase, or for their child’s education have been carefully saved, and I treat them with the attention and respect they deserve.
Investment Philosophy
Whether you are an individual, business owner, corporation, or non-profit association, Odlum Brown’s independence allows me to provide my clients with unbiased investment advice, backed by our highly regarded in-house research team. My investment principles are consistent with Odlum Brown’s and are defined by a few fundamental truths:
- Value always matters; buying quality businesses at good prices will reward investors in the long run.
- Discipline means operating with a longer investment horizon rather than trading portfolios on short-term expectations.
- Regular communication with your advisor is the best way to ensure quality investments that reflect your financial goals.
Long-term wealth creation is always the goal. By thinking of a stock as part ownership in a business, my clients can stay focused on their objectives and do not spend time worrying about how a business is going to perform in the next quarter. Instead, emphasis is placed on where a company will be in two to five years. This investment philosophy allows my clients to focus on their own careers, families, and what matters to them most, knowing that their financial interests are in good hands.
“One must value the business in order to value the stock.” – Charlie Munger
Customized Portfolios
I tailor individual investment accounts (including RRSPs and TFSAs), trust accounts, and corporate accounts to meet the needs of each client. The basis of my recommendations comes from the time tested performance of our Odlum Brown Model Portfolio, a hypothetical, all equity portfolio that has delivered market-beating returns since its inception in 1994.
In addition to working with me, each client has access to a team of financial, tax and estate planning professionals through our wholly owned subsidiary Odlum Brown Financial Services Limited.
About Me
I studied at BCIT School of Business and have extensive business development and marketing experience in industries such as technology, health, and sports. My diverse background has been instrumental in providing me with the necessary skills to bring a holistic and professional approach to my investment process. Outside of the office, I am passionate about exploring the Coast Mountains through skiing and mountaineering, and love discovering the world through travel.
I am a longstanding contributor to the United Way and was co-organizer for the Spring Living fair, showcasing eco-friendly businesses in Vancouver. I also volunteered for several years as a mentor for the Youth Excellence Society, focusing on youth development and leadership.
Evolving markets and changing circumstances require an active approach. If you would like to discuss your current investment strategies or simply have a question, please contact me directly at (250) 331-6093, or [email protected].
Our Reports
Keep informed with our monthly Odlum Brown Report. If you would like a complimentary monthly report, please do not hesitate to contact me.