Advisors

INVESTMENT PHILOSOPHY

Jimmy’s investment philosophy is highly influenced by his years working for a global investment bank in San Francisco, where he advised institutional money managers, responsible for allocating billions of dollars of investable assets, on U.S., Canadian and global stock selection. He regularly held meetings with C-suite corporate executives (many CEOs and CFOs of Fortune 500 companies) that generated investing ideas for his clients. He was also instrumental during the campaigns for companies about to go public with their IPO.

In particular, Jimmy believes that within the large universe of North American companies, we can identify high-quality investments available for purchase at a discount to their intrinsic value or investments that may generate attractive income for clients. Strong management teams with a long-term commitment to excellence are an essential ingredient to Jimmy’s idea of what makes a suitable company in which to invest. Above all, Jimmy is dedicated to offering each client his best, personalized advice; to that end, he is committed to investing his own money in the companies he recommends.  

Competence, character, communication and attention to detail are the backbone of great service, and that is what Jimmy aims to deliver consistently. Moreover, whether your goal is to preserve or grow capital, provide for future retirement or education expenses or generate current income, Jimmy works with a team of Financial Planners at Odlum Brown Financial Services Limited* to create a bespoke solution for his clients. 

ABOUT ODLUM BROWN

Odlum Brown’s competitive advantage is its independence and integrity. The quality of its research is illustrated by the success of the hypothetical, all-equity Odlum Brown Model Portfolio – which has had an excellent track record since inception in 1994.  At Odlum Brown, our interests are aligned with those of our clients as there is no pressure to promote a particular stock or product – we simply do what is best for our clients. Founded in 1923, Odlum Brown is 100 years young, and a BC-based firm that remains employee-owned and built on long-term client relationships.

BACKGROUND

Jimmy was born and raised in Vancouver. He attended Vancouver College from grades 1 through 12. In high school, he played football, basketball and rowed. He was ultimately awarded a football scholarship to McGill University. After graduating from McGill with a B.A. (Distinction), Jimmy completed a dual degree, JD, MBA, administered by Western University’s Faculty of Law and Ivey Business School, respectively.

In 2009, Jimmy was hired on to a Canadian investment bank training program in Toronto, where he developed knowledge and familiarity with bonds, stocks, currencies, commodities, derivatives and investment banking. He then spent six years at a major global bank, the last four based in San Francisco, helping institutional money managers select U.S., Canadian and global stocks, and working with public companies to attract investment from the same managers.