Client-Focused Approach
At the heart of Drew’s practice is a commitment to putting clients first. He understands that finances can be complex and confusing, and he has the ability to break things down into simple terms that are easy to understand. Drew is known for his friendliness, professionalism and dedication to providing a high level of service. Drew has a wealth of knowledge and experience working with clients from diverse backgrounds including small business owners, medical and other professionals, tradespeople, young families and retirees.
Investment Style
Drew offers customized portfolios tailored to your risk tolerance, individual tax situation, income requirements and goals. Supported by the highly regarded Odlum Brown Research Department and the Odlum Brown Model Portfolio, he has access to cutting-edge market insights and a proven track record of success.
Financial Planning
While building a sound portfolio is important, Drew believes that having a plan is vital to financial success. Working closely with Odlum Brown’s wholly owned subsidiary, Odlum Brown Financial Services Limited, Drew is able to help coordinate comprehensive financial planning including retirement, tax and estate planning. He will also work closely with other professionals, including your lawyer, mortgage broker and/or accountant, as needed.
Background
Drew has been with Odlum Brown since 2018. He comes from a banking background and has a Bachelor of Commerce degree from Queen’s University. Being immersed in finance for over 10 years, Drew has a deep understanding of the financial markets. As a Chartered Investment Manager (CIM
®) holder, he has the knowledge and skill to manage money on a discretionary basis for sophisticated clients.
Drew was born and raised in the Comox Valley and has a love for the outdoors. In his personal time, you can find him bouldering, skiing and hiking in the mountains, or travelling.