Investment Approach
Kim is a Portfolio Manager known for her dedication to providing clients with a high level of service. She likens her investment style to her favourite pastime, hiking: characterized by the patience and discipline required to reach the summit of a mountain. With support from the team at subsidiary Odlum Brown Financial Services Limited, Kim helps clients create a financial plan that aligns with clients’ long-term goals, ensuring comprehensive financial support.
Kim believes that just as each step of a hike contributes to reaching the peak, consistent and strategic investments, even in small increments, can compound over time to yield significant rewards. Kim works closely with clients to understand their unique needs and priorities, crafting tailored investment strategies that align with their long-term financial goals. By helping clients navigate the journey to financial success, Kim ensures they stay on track, just as staying on the right trail leads to reaching the mountaintop!
Education
Kim holds a Bachelor of Arts degree in Economics from the University of British Columbia and a diploma in Finance from the British Columbia Institute of Technology. Her commitment to professional growth is evident in her achievement of the Chartered Investment Manager (CIM®) designation and the Responsible Investment Advisor Certification (RIAC) since joining Odlum Brown. Kim’s academic background and continuous education empower her to make informed investment decisions and provide sound financial guidance to her clients.
Life Outside of Work
Beyond her professional pursuits, Kim finds joy in family life with her husband and young daughter in Port Moody. She is an active member of the community, supporting organizations like Coquitlam Search and Rescue and engaging with local business networks through her membership in the Tri-Cities Chamber of Commerce. Kim has also contributed to educational outreach programs through Junior Achievement of Canada and participated in Odlum Brown’s campaign for United Way BC. In her leisure time, Kim immerses herself in outdoor activities, including hiking the local mountains, practicing yoga, cycling, and running. Her passion for adventure and dedication to both her clients and community define her holistic approach to life and work.