Paul H. Donaldson, BBA, CIM, FMA, FCSI^®
Branch Manager, Director, Portfolio Manager

Paul enjoys working with his clients to achieve their financial success. With prior experience at a national financial institution, Paul understands the institutional dilemma of having to recommend proprietary products. Paul joined Odlum Brown because we place our clients’ needs first in order to mitigate potential conflicts of interest. For example, Odlum Brown does not act as an underwriter or trade for its own account. Thus, there is no pressure to recommend a stock because the firm needs to sell a position or because we are trying to land a corporate client.

Paul completed his Bachelor of Business Administration (BBA) in 1999 with a double concentration in Accounting and Finance. After joining Odlum Brown in 2004, Paul became a Portfolio Manager in 2008. He was appointed Branch Manager of the Chilliwack office in 2011 and elected to the Board of Directors in 2012.

David Lanphear, BA
Investment Advisor

David is a BC-born-and-raised former executive with deep roots in the Fraser Valley, a community he has called home for over 30 years. He has extensive experience in the financial services industry and is known for his strong leadership skills and ability to inspire his teams to success.

Since beginning his financial services career over 25 years ago, David has held a number of progressively senior positions, including his most recent role as president of his former organization for the past seven years. Previous to his leadership career, he was an Investment Advisor, a role for which he has a natural affinity. David’s passion for helping clients and families achieve their dreams runs deep, and is something that never left him during his outstanding career in leadership. This passion has drawn him back to the investment side of the industry, and he is thrilled to be back helping clients achieve their financial goals. David is a graduate of the Criminal Justice Program at the University of the Fraser Valley, and was a recipient of the National Young Leaders Award (under 35) for the Canadian Credit Union System.

David is committed to community involvement, and was most recently the Board Chair of the Credit Union Foundation of BC. He previously volunteered as a Board Director for Canuck Place Children’s Hospice and served on the Board of Directors of the Abbotsford Community Foundation and Big Brothers Big Sisters of Langley.

David currently lives in Abbotsford with his wife and their two children. He is a sports enthusiast, having coached his son in hockey for over 12 years as a part of the Abbotsford Minor Hockey Association, as well as his daughter’s fastball team in the Abbotsford Minor Fastball Association. In his spare time, David enjoys skiing, hiking, travelling, watching sports and spending time with his family and friends.

Philip Lee, BBA, CIM
Associate Portfolio Manager

Philip joined Odlum Brown in 2008. With over 15 years of experience in the banking and investment industry, Philip works with the team to provide assistance with portfolio strategy and asset allocation for customized portfolio construction based on a client’s risk tolerance and goals. Philip completed his Bachelor of Business Administration (BBA) in 2001, obtained the Canadian Investment Manager (CIM) Designation in 2010, and completed the Derivatives Fundamentals and Options Licensing Course in 2012.

Sarah A. Mouritzen, MBA
Associate Portfolio Manager

Sarah received her MBA from the Haskayne School of Business at the University of Calgary. Prior to joining Odlum Brown, she had a successful career in marketing and strategic planning. Sarah provides exceptional, consistent communication, strategic investment planning and superior service to our clients. Clients seek her guidance and knowledge on financial matters throughout all of life’s stages such as marriage, children, divorce and death. Sarah is passionate about building lasting relationships with our clients and empowering them to make wise long-term investment decisions based on what matters most to them.

Deborah Edwards
Investment Assistant, Branch Administrator (Chilliwack)

With over 20 years of experience in the investment industry, Deborah is an integral member of the team who is committed to meeting the needs and expectations of our clients.

Deborah believes that communication is key to client service excellence. As such, she is attentive to the day-to-day inquiries of our clients and attuned to the administrative needs of our team.

Natalie Hewson, BA
Administrative Assistant, Branch Administrator (Langley)

Natalie officially joined the team in October 2021; however, she began her career at Odlum Brown in 2012, where she gained insight and experience in the investment industry through various roles assisting our Client Services department and Advisors. She has a knack for organization and a passion for client service excellence. As an Administrative Assistant, she provides support to both colleagues and clients.

Natalie graduated from the University of British Columbia with a Bachelor of Arts (BA) degree in Anthropology and is currently studying to earn industry-related accreditations. Outside of work, Natalie stays active within the community as the Treasurer for the British Columbia Hunter Jumper Association and also works with her husband in running junior lacrosse camps for kids in their community. Natalie maintains a busy schedule with her equestrian pursuits and spends much of her spare time preparing for her next competition.