Meet Our Team
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.
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
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.