Burrard Investment Management®

Ross Turnbull

Ross Turnbull, CPA, CA, CBV, CFA, ICD.D
Vice President, Director, Portfolio Manager

Ross has over 25 years of experience in the financial services industry. Prior to becoming a Portfolio Manager, Ross was the Industrial and Forest Products Analyst for Odlum Brown's Research Department. Preceding this, Ross was a Manager in the Corporate Value Consulting practice of PriceWaterhouseCoopers, a global accounting firm. He provides discretionary investment management services to individuals and non-profit organizations who typically have $1 million or more to invest. + Learn More

Chris Lowe

Christopher J. Lowe, BBA, CFA, CIM
Portfolio Manager

Originally from Vancouver, Christopher obtained his Bachelor of Business Administration from Simon Fraser University. An avid equestrian, Christopher has travelled extensively throughout North America and Europe competing at the Grand Prix level of international show jumping competitions. Prior to joining Odlum Brown, Christopher spent several years developing key relationships in Southern California, West Palm Beach Florida, Eastern Canada, Mexico and Venezuela. Christopher has had extensive experience managing high-valued equestrian assets for high net worth clients as well as experience representing not only his sponsors and clients but also Canada. Christopher brings the same dedication, discipline, and work ethic from this highly competitive environment into his role within the investment industry. + Learn More

Diana Ruse Diana Ruse, CFP®, CIM®
Financial Planning Specialist

Diana Ruse holds the CERTIFIED FINANCIAL PLANNER® and the Chartered Investment Manager® designations. She is well versed in topics of concern for each generation and has a particular interest in helping clients navigate through life changes and transitions. Diana is a dedicated resource to Burrard Investment Management’s clients, preparing financial plans and assisting our clients with tax planning and other financial planning matters. She also provides in-depth information on the rules and opportunities pertaining to registered accounts, including RRSPs, RRIFs, LRIFs, RESPs, RDSPs and TFSAs. Diana is supported by our terrific Client Services team and Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited.

Diana can help you:

  • Understand your investments and other financial assets (such as pensions)
  • Project the growth of your portfolio to retirement
  • Project incomes and draws from distribution portfolios
  • Project and plan for the purposes of estate planning
  • Identify opportunities to minimize taxes related to your investments
  • Understand the rules and workings of your registered accounts
  • Gather the tax documents needed for filing
  • Communicate with your tax advisor
  • Understand and document your objectives, concerns, time horizons and life plan
  • Help you communicate your financial plan and estate plan, as authorized by you, to your family and key advisors

Leisa Scott-Hodges

Leisa Scott-Hodges
Investment Assistant

Leisa Scott-Hodges is an important administration resource to our clients. Leisa can help you:

  • Coordinate personal, corporate and trust account documents
  • Deposit and withdraw funds through electronic funds transfer (EFT), cheque or wire transfer
  • Set up monthly payment protocols
  • Transfer securities to or from your Odlum Brown accounts
  • Access and understand online accounts and documents
  • Work through the complexities of the estate process
  • Update signing authorities over your accounts
  • Set meeting dates for portfolio reviews
  • Understand your account statements and Odlum Brown tax forms

Jeff Ng

Jeff Ng, CFA
Data Analyst

Jeff Ng obtained his Bachelor of Science with a minor in Commerce from the University of British Columbia. He achieved the Chartered Financial Analyst (CFA) designation in 2021. Prior to joining Odlum Brown, Jeff spent several years gaining experience in operations and accounting roles at a global banking organization and at a leading North American investment dealer.

Under the direction of the team’s Portfolio Managers, Jeff is responsible for:

  • Financial modeling and analysis of client portfolios for the purposes of portfolio optimization, tax optimization and suitability
  • Trade execution and management
  • Portfolio projections
  • Research and solution proposals for tax and regulatory related issues and opportunities
  • Risk and variance modeling
  • Foreign exchange sensitivity analysis
  • Overall business analytics