Carly is dedicated to building long-lasting relationships hinged upon trust and confidence while establishing individual investment strategies to meet clients’ meaningful life goals. Financial markets offer a spectrum of opportunities, but Carly believes in investing for the long term through a bottom-up approach that is tailored to each investor’s goals and risk tolerance. When working with Carly, one can expect to hear about solid businesses with strong cash flow positions, and management teams that are investing alongside shareholders and have a proven track record of success.
After meeting with clients, Carly assesses their scenario and establishes the appropriate asset allocation to meet their financial goals. Management of clients’ goals and expectations surrounding risk and reward are the backbone of the great service and expertise Carly is committed to delivering day in and day out.
The Odlum Brown Difference
Benefitting from Odlum Brown Limited's independent research, clients receive a tailored portfolio to fit their needs and risk tolerance in every stage of life. Carly’s recommendations are based on the investment ideas featured in our hypothetical, all-equity Odlum Brown Model Portfolio, with additional key investment opportunities defined by Odlum Brown’s in-house research department.
Clients also benefit from access to retirement, estate and tax planning services through Odlum Brown Financial Services Limited, a wholly owned subsidiary of the firm. This additional value-added service provides clients with a clear definition of where they stand financially and how they can achieve their goals through their customized investment strategy.
Integrity Through Independence
Without investment banking or underwriting activities, conflicts of interest are eliminated, aligning the firm’s values and interests with those of our clients. Carly is proud to be a part of upholding Odlum Brown’s more than 90-year tradition of putting clients first. Our clients depend on our dedicated, disciplined advice and Odlum Brown’s objective research to grow and preserve their wealth.
Carly brings over 12 years of institutional financial experience for the benefit of her clients. Most recently, she was a senior member of the institutional sales team for a global financial services provider where she established and fostered institutional client relationships throughout the west coast of Canada and the U.S. Prior to this, Carly held the same role for one of Canada’s biggest banks. She began her career in investment banking with Canada’s largest cooperative financial group in Toronto.
Contact Carly with any questions you might have regarding investment, estate, retirement, tax, insurance or education planning. Please email firstname.lastname@example.org or call her at 604-844-5318.