Odlum Brown has a compelling story that begins in Vancouver in 1923.
It’s the story of a firm built on a foundation of doing what’s right – for its clients and its employees. A story of dogged independence. A story of community investment. A story of a group of individuals who share the same values and consistently build long-term relationships with clients.
Now, nearly a century later, our story continues. We have six offices throughout the province and manage over $18 billion of client assets.
The cornerstone of Odlum Brown is our independence. As an employee-owned firm, an owner mentality is central to how we think about what we do and how we do it. Our independence allows us to build and manage client portfolios in a way that is uniquely suited to each individual investor.
It’s what truly makes us different.
Our Investment Advisors are dedicated to understanding clients’ needs, building deep relationships with them and helping them to reach their financial goals.
Our Research Department is also independent and free to recommend the investments that they believe best suit the aspirations of our clients. They are encouraged to own the investments they recommend; we don’t recommend anything to our clients that we wouldn’t want to own ourselves.
Finally, our Client Services team is dedicated to delivering non-advisory support to our clients in the manner that they deserve and expect. All of these activities occur in our offices, performed by our team.
We don’t outsource our expertise. Everything we do is done by our team members, for our clients.
Our independence ensures that our interests remain aligned with those of our clients. This alignment has been crucial to our long-term success and is evident in the way we conduct our business every day. It’s a big reason why our firm has been named one of Canada’s Best Managed Companies since 1999 and why we have one of Canada’s Most AdmiredTM Corporate Cultures.
Those of us who call Odlum Brown home are very proud of our firm and, alongside our valued clients, will continue to write a story that will endure for generations.
Debra A. Doucette
President and Chief Executive Officer