I customize investment strategies to optimize wealth generation and capital preservation within the framework of my clients’ objectives.
Let’s hear your story. Everyone has a unique financial situation that requires a tailored approach. I believe financial success begins with an understanding of my clients’ core values and goals. I work with clients to gain a clear vision of their financial objectives and help them achieve their goals.
Investment Approach
To develop customized investment strategies, I:
1. Discover more about you
2. Provide more choices independent of any proprietary products
3. Develop a game plan and put your goals into action
4. Monitor and evaluate your portfolio to ensure your game plan continues to fit with your goals
5. Communicate with you consistently, as part of our commitment to provide comprehensive investment
advice and exceptional service
Odlum Brown Advantage
We are an independent, full-service investment firm that has been in business for over 90 years. Our independence allows us to find the best available stocks and fixed income products to develop a portfolio that is right for you.
Our highly-regarded research department favours a value-based, long-term approach to investing. The successful track record of the Odlum Brown Model Portfolio illustrates how quality, objective research paired with a disciplined approach to investing can produce superior results.
We manage investment accounts (including RRSPs and TFSAs), trust accounts, and corporate accounts for our clients. Our philosophy on comprehensive portfolio management extends beyond quality investment advice. It also includes considerations for tax, estate planning and insurance, through Odlum Brown Financial Services Limited.
Something About Me
I am a graduate of UBC and have been with Odlum Brown since 2000. During this time, I’ve had the good fortune of working with and being mentored by advisors who each have 50 years of investment industry experience. This experience has taught me that a long-term disciplined approach to investing is the best way to navigate through any economic cycle.
My passion for investing fuels my commitment to continually upgrade my knowledge. I have earned the following designations: Canadian Investment Manager (2005), Associate Portfolio Manager (2006), Fellow of the Canadian Securities Institute (2011), Portfolio Manager (2016).
I currently reside in Richmond, BC with my wife and three children.