Investing with Odlum Brown
Our client-focused approach begins with a straightforward conversation focused on you, your aspirations, and your investment priorities.
Our qualified and experienced team of Investment Advisors and Portfolio Managers work with you to design a personalized investment plan that can help you:
- Grow your savings for retirement, future education costs, or other planned expenses
- Protect your wealth from capital loss and inflation
- Plan for a comfortable retirement
- Provide for your family or personal legacy
Your investment goals might include:
Wealth Accumulation
Creating wealth is different for everyone, and your needs can change over time. Whether you are saving for a major purchase or seeking to retire more comfortably, our advisors offer guidance to help make the best investment decisions with you. They will keep you informed about market fluctuations and offer you tax-efficient strategies to grow your wealth.
Capital Preservation
Your advisor can help protect your portfolio from capital loss and inflation, so your funds are there when you need them. Whether your capital is for retirement, for future generations or for leaving a legacy for your business or personal endeavors, your advisor can help with a strategy to protect your capital.
Income Distribution
When you are ready to use your hard-earned assets, our advisors will recommend the best strategies available. Whether you are transferring funds as a retiree from a Registered Retirement Savings Plan into a Registered Retirement Income Fund, or withdrawing funds from a Registered Education Savings Plan for your child’s advanced education, our advisors can help.