As a Portfolio Manager, Cameron serves as the “quarterback” for his clients, guiding them through the ever-evolving financial markets. He provides comprehensive investment solutions to high net worth individuals. Cameron works closely with clients to identify their individual investment goals and risk tolerance in order to establish the right asset mix for their investment portfolio. With access to the recommendations from the Odlum Brown Model Portfolio, Cameron tailors portfolios with a disciplined, value-based approach to help his clients generate and preserve their wealth for the long-term.
Building Long-Term Relationships
Cameron’s relationship with his clients is the most important component of his business. He focuses on developing long-term relationships built on trust and superior service. Working as your investment professional, Cameron is available to provide information and advice based on your financial situation and current market conditions. His approach allows busy professionals and business owners to focus on their own careers and family.
Discretionary Portfolio Management
Cameron offers portfolio management on a discretionary basis, which provides clients with the freedom from the responsibility of asset management. Managed accounts are charged an annual fee based on the assets under administration, without paying a commission per trade. Additionally, clients are offered financial, estate planning and tax information as part of our comprehensive approach to investing.*
Prior to joining Odlum Brown, Cameron worked as an investment performance analyst. In this role, he analyzed client portfolios to maximize returns while minimizing risk according to each individual’s stated objectives. He is a Chartered Financial Analyst (CFA) charterholder and a graduate of Simon Fraser University with a Bachelor of Business Administration degree in Finance. He is committed to continued education having completed various courses through the Canadian Securities Institute. *Available through Odlum Brown Financial Services Limited.