Left to right: Chad Tidy, Taylor Rempel, Ingrid Abrahams and Roger Braun
Roger Braun, B. Comm., M. Div., CIM, FCSI
Director, Portfolio Manager
Telephone: 604-824-3371 | firstname.lastname@example.org
Chad Tidy, CFA
Portfolio Manager, Investment Advisor
Telephone: 604-824-3379 | email@example.com
Ingrid Abrahams, CIM, FCSI
Investment Associate, Associate Portfolio Manager
Telephone: 604-824-3377 | firstname.lastname@example.org
Taylor Rempel, BBA
Telephone: 604-824-3376 | email@example.com
We strive to build life-long, multi-generational relationships with our clients. This foundation is based upon listening to and developing a deep understanding of our clients’ goals, needs and vision.
Trust is established over time through open discussions and mutual understanding. We trust people that we know well. Therefore, we believe that is it important to be available to our clients to discuss their personal aspirations and investment-related goals, and to answer any questions that may arise.
Our four-staged approach helps clients establish their current financial situation, define and rank their goals and objectives, and develop comprehensive strategies that will promote ongoing success.
Stage 1 - Discovery: This is an information gathering session which will establish your current financial situation, risk tolerance and financial goals.
Stage 2 - Strategy: A disciplined plan is put together using smart, time-tested strategies to match your financial and personal information to your objectives.
Stage 3 - Solutions: Thoughtful and creative solutions are developed. These are tailored to your objectives, drawing from a wide selection of world-class products and services.
Stage 4 - Service: We review your situation on a regular, ongoing basis to ensure that your financial objectives continue to be met.
Our team offers a number of comprehensive services:
- Discretionary Portfolio Management
- Investment Advisory Services
- Investment Solutions:
- Tax-Free Savings Accounts (TFSAs)
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RRIFs)
- Treasury Bills
- Guaranteed Investment Certificates (GICs)
- Government and Corporate Bonds
- Unit Trusts
- Domestic and Foreign Equity
- Preferred Shares
- Mutual Funds
- Convertible Bonds
Through our wholly owned subsidiary, Odlum Brown Financial Services, we offer additional services to guide you through your financial planning needs:
- Retirement Planning
- Estate Planning
- Life Insurance Products
- Tax Information
- Long-Term Care Insurance
- Critical Illness Insurance
- Disability Insurance
Our investment philosophy is based upon preserving capital while achieving competitive returns. We are prepared to think differently than the crowd and act differently than the average investor. It is a disciplined process of holding high-quality investments that ideally provide growth and income, having an appropriately diversified asset mix, a margin of safety and importantly, avoiding investment fads.