Through open communication, timely research, and customized investment strategies, Duncan helps build and preserve wealth for his clients.
Duncan’s role as an Investment Advisor is to develop long-term relationships and truly understand his clients’ needs, wants and dreams. Whether you are saving for your child’s education, planning for retirement, or just looking to grow your wealth overall, Duncan’s client-first approach will help uncover and prioritize these needs.
Whether you are an individual, business owner, corporation, or non-profit association, Duncan can help you achieve your goals. Inspired by the ideas and insight of a team of independent, high-regarded Equity and Fixed Income Analysts within the Odlum Brown research department, Duncan builds a disciplined and pragmatic investment strategy that is specific to your needs and risk tolerance.
Duncan provides investment advice to his clients with the following principles in mind:
- Value: buying high-quality businesses at the right price to provide long-term wealth accumulation.
- Discipline: having a sound investment strategy that is focused on an appropriate time horizon and sticking to your plans.
- Communication: ensuring that you are informed about and up-to-date on the progress of your investment portfolio.
Over the past 10 years, Duncan has held a variety of advisor and managerial positions with one of the largest Canadian financial institutions. His financial industry experience spans across British Columbia and Alberta including the Comox Valley, Kelowna, Vancouver and Calgary.
Duncan holds a Bachelor of Management (Finance and Strategy) from the University of British Columbia and has completed a variety of courses from the Canadian Securities Institute.
Evolving markets and changing circumstances require an active approach. If you would like to discuss your current investment strategies or simply have a question, please contact me directly at 250-331-6093, or firstname.lastname@example.org.