Meet Our Team

 

Paul Donaldson

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 strive to 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.

Phil Lee

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 Mouritzen 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 Deborah Edwards
Investment Assistant, Branch Administrator

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.