Karen Thompson and Martin McNish


From left and right:
Lucas Sweda, Jennifer Le, Karen Thompson and Martin McNish

Contact Us Today

Karen Thompson

Director, Portfolio Manager, Investment Advisor
Phone: (604) 844-5397
Email: [email protected]

Martin McNish

Portfolio Manager, Investment Advisor
Phone: (604) 844-5475
Email: [email protected]

Jennifer Le

Investment Assistant
Phone: (604) 844-5421
Email: [email protected]

Lucas Sweda

Investment Assistant
Phone: (604) 899-8741
Email: [email protected]

Karen Thompson and Martin McNish specialize in discretionary portfolio management for high net worth individuals and their families, institutional investors, family trusts and charitable foundations.  They are dedicated to protecting and building client wealth through the creation and hands on management of customized investment portfolios.

The team’s success is based on developing lasting relationships with clients, founded on shared values, a thorough understanding of a client’s goals, and the principal of trust and confidence.

Karen and Martin work together with teams of professional advisors – legal, tax and financial - to find solutions to each of their client’s unique circumstance and ensure that a comprehensive investment plan is developed.

The basis for our recommendations comes from the time tested Odlum Brown Model Portfolio, a hypothetical model portfolio developed by the Odlum Brown Research Department, representing key investment opportunities.

Karen and Martin offer their clients financial, retirement and estate planning through Odlum Brown Financial Services Limited, a wholly owned subsidiary of the firm.

Karen holds the Fellow of CSI (FCSI) designation and Family Enterprise Advisor (FEA) designation from the Sauder School of Business at the University of British Columbia.

Martin holds the Chartered Financial Analyst (CFA) designation, recognized worldwide as the standard among investment analyst designations.