Following a disciplined and value-based investment approach, I work with my clients to help them achieve their long-term investment goals by identifying their objectives and risk tolerances and customizing their investment portfolios. The breakdown and selection of investments of my clients’ portfolios are determined individually and may include equities as well as fixed income investments. I also conduct regular portfolio reviews with my clients to ensure that their portfolios continue to be in-line with their expectations and individual goals.
As a Portfolio Manager, I am able to offer fee-based discretionary portfolio management to high net-worth individuals, corporations, and trusts. Discretionary management offers clients the freedom from responsibility of asset management, as I can oversee daily investment decisions on their behalf.
Why I Joined Odlum Brown Limited
Odlum Brown is unique. It is truly independent, as it is not owned by any other financial institution, which allows me to provide unbiased advice.
Odlum Brown is not involved in any underwriting and does not have any proprietary products that may influence the advice that we provide.
My values and the values of Odlum Brown Limited are aligned; I believe that honesty, ethics and integrity are the most important values that one can have.
I began my investment career in 2002, working with a multi-national investment firm. As an Investment Advisor, I managed an office in West Vancouver, BC, which allowed me to understand the intricacies of working with a high net worth community and to implement wealth management solutions.
I graduated from the University of British Columbia with a Bachelor of Science degree and continued my education by obtaining a post-graduate level diploma in Business Administration and several industry accreditations.
I am actively involved in my community. I am currently a Lieutenant Governor Appointee to the Council of APEGBC (Association of Professional Engineers and Geoscientists of BC), serving on the Executive Committee. Past APEGBC roles include Chair and member of the Audit Committee and member of the Governance Committee. I am also a member of the Prince George Chamber of Commerce.
Giving back to my community, I am a Wish Grantor with the Make-A-Wish Foundation of Canada and will serve on the BC Cancer Foundation Inspiration Gala Committee for the 2015 Gala, the largest fundraising event in Canada.
If you have any questions or would like to set up an appointment to discuss how I may help you, please contact me at (604) 844-5451 or firstname.lastname@example.org.