OBFSL Team

MICHAEL EREZ CPA, CGA, CFP®
VICE PRESIDENT, DIRECTOR,
ODLUM BROWN FINANCIAL SERVICES LIMITED

Mike is Vice President, Director, Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited, offering retirement and estate planning, tax planning, and risk management using insurance products.

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Mike joined Odlum Brown Financial Services Limited in 2008 after working at one of Canada’s largest accounting firms. He enjoys providing advisors and their clients with up-to-date tax and personal finance information and helping clients to identify risks and opportunities in pursuit of their financial, retirement and estate goals.

Mr. Erez holds the Chartered Professional Accountant (CPA), Certified General Accountant (CGA) and CERTIFIED FINANCIAL PLANNER® designations.

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RITA AGER CFP®, CLU®, CHSTM, CPCA®, FEA
Insurance Specialist

Rita Ager joined Odlum Brown Financial Services Limited in 2005. With over 35 years in the insurance industry, Mrs. Ager’s experience and background is in the sales and management of all product lines dealing with life insurance, living benefits, employee benefits and claims management.

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As an Insurance Specialist, Mrs. Ager is dedicated to providing insurance and estate planning services to Odlum Brown clients. She works closely with Odlum Brown Investment Advisors and Portfolio Managers to identify and recommend specific insurance solutions to meet client needs.

Mrs. Ager holds the CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter (CLU)®, Certified Health Insurance Specialist (CHSTM), and Certified Professional Consultant on Aging (CPCA®), and Family Enterprise Advisor (FEA) designations.

In 2003, she received the John A. Tory Medal for the Canadian student with the highest marks obtaining the CLU designation. Mrs. Ager has been appointed to the Insurance Council of British Columbia for many years and was elected by council to serve as its Chair for the 2013-2014 fiscal year.

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RICHARD MYERS CPA, CA, CFP®
Tax and Estate Planner

Richard joined Odlum Brown Financial Services Limited in 2018 after working for a national accounting firm as a Senior Manager in taxation services, specializing in owner-managed private corporations and their shareholders

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Richard provides personal, corporate, trust, and estate tax planning options and risk mitigation to assist clients in meeting their retirement and estate plans.

Richard holds the Chartered Professional Accountant (CPA), Chartered Accountant (CA) and CERTIFIED FINANCIAL PLANNER® designations. He has also completed CPA Canada’s In-Depth Tax Course and is a sessional instructor for the Chartered Professional Accountants of BC.

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DEBBIE STUART CLU®, CHSTM, TEP, CFP®
Estate and Insurance Planner

Debbie Stuart joined Odlum Brown Financial Services Limited in 2019.

As an Estate and Insurance Planner, Debbie works alongside Odlum Brown Investment Advisors and Portfolio Managers to assist their clients with estate, insurance and philanthropic planning.

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With over 25 years of experience servicing high-net-worth families, Debbie brings a deep understanding of their priorities in these areas of planning. Debbie is dedicated to helping clients understand their financial roadmap and building trusted relationships with them.

Debbie holds the following designations: Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHSTM), Trust and Estate Practitioner (TEP) and CERTIFIED FINANCIAL PLANNER®.

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CLIVE AGYAR CFP®, CPCA®, CLU
Financial Planner and Insurance Specialist

Clive Agyar joined Odlum Brown Financial Services Limited in 2018. With over 12 years in the banking industry, Clive brings experience in financial planning, insurance and relationship management.

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As a Financial Planner and Insurance Specialist at Odlum Brown’s Langley and Chilliwack offices, Clive enjoys working closely with advisors and their clients to help with their planning and insurance needs.

Mr. Agyar holds the CERTIFIED FINANCIAL PLANNER®, Certified Professional Consultant on Aging (CPCA®) and Chartered Life Underwriter (CLU) designations.

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