Jeremy Mason CIM®, CFP®, FCSI, CFA
Director, Portfolio Manager
kelowna
Phone: (250) 861-8174
Toll-free: (800) 788-5677
Fax: (250) 861-7766
Email: jmason@odlumbrown.com
Assistant/Associate:
Phone:
Email:

"Trust, education and communication are the key components to empower my clients to achieve their financial goals."

Background

Jeremy Mason is a respected investment advisor in matters affecting senior investors and business owners. For over 15 years, he has counseled physicians, retired government employees, business owners, and executives approaching retirement.

As a Portfolio Manager, Jeremy’s primary focus is providing discretionary portfolio management. This service has benefited clients with the freedom to travel, manage their business affairs or enjoy retirement without the worry of day-to-day investment decisions.

Jeremy specializes in helping individuals preserve and protect their wealth. Many investors have used Jeremy’s advice to avoid the common mistakes made by many retirees. Jeremy holds a presentation series where he explains his approach on avoiding these pitfalls, creating potential savings for investors.

Working closely with other professional advisors, Jeremy makes his client’s financial affairs as ‘hassle-free’ as possible. His disciplined investment style focuses on educating clients on why he recommends a particular investment and how it relates to their overall investment goals and tax situation.

Jeremy is a Certified Financial Planner® which is the industry gold standard in financial planning and confirms his comprehensive knowledge on personal financial issues. Achieving his CIM designation, Jeremy has an in-depth understanding of portfolio management and advanced investment strategies. Finally, Jeremy has been distinguished as a Fellow of the Canadian Securities Institute, one of the most respected accreditations in the financial services industry. Individuals who bring a rare combination of education, ethical training and experience to their firm and their clients’ businesses are recognized with this designation. Jeremy is also a Chartered Financial Analyst (CFA) charterholder.

When not reading books on investment management, Jeremy’s hobbies are cross country skiing, downhill skiing, golf and fishing. He also enjoys time working on his replica scale model of the famous Canadian Bluenose Schooner.

Professional

Past and Present Volunteering

  • United Way
  • Children’s Hospital
  • Canadian Breast Cancer Foundation
  • CBC Radio One Morning Market Comment

Please feel free to contact me for more information!