John Hooper and Travis King
John Hooper and Travis King
John L. Hooper, FCSI, CIM
Director, Portfolio Manager
Phone: (604) 607-7513
Toll-free: (833) 663-5251

John has been with Odlum Brown Limited for the span of his 26-year career in the investment industry. Though many aspects of the industry have changed during this time, his commitment to his clients is unwavering. He believes that the most rewarding aspects to his role include the interaction and long-standing relationships he has formed with his clients and the pleasure of seeing his clients follow through with their goals.

In addition to achieving the Fellow of the Canadian Securities Institute (FSCI) and Canadian Investment Manager (CIM) designations, John has successfully completed various industry courses including Portfolio Management Techniques, Investment Management Techniques and Professional Financial Planning. He keeps abreast on financial market developments, governmental and regulatory changes pertaining to personal finance and current events by attending various courses and seminars.

John resides with his family in North Surrey. He is an avid golfer, who is passionate about hockey and cycling.

Travis King, CIM®
Investment Associate, Portfolio Manager
Phone: (604) 844-5442
Toll-free: (888) 886-3586

Having been with Odlum Brown since 2011, Travis works closely with John to support the service excellence that their clients have come to enjoy. With a Bachelor of Arts degree in Economics from the University of Calgary, Travis has a passion for the investment industry and thrives on being able to help clients achieve their financial goals.

Since joining the firm, he has achieved the CIM® (Chartered Investment Managers) designation and completed courses in Portfolio Management Techniques and Advanced Investment Strategies. Travis is continuing his education through the CFA Institute, having recently completed the demanding Level 2 exam towards becoming a Chartered Financial Analyst charterholder.

The Benefits of Portfolio Management

Consistency, commitment, loyalty and communication are cornerstones of John and Travis’s client-first philosophy. For clients who prefer to leave the day-to-day investment decisions at the discretion of a Portfolio Manager, John and Travis are attuned to their clients’ personal financial goals, objectives and acceptance of risk.

John and Travis begin each relationship by analyzing their client’s current financial position and overall investment goals. They then work closely with Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited, to create a plan that addresses their client’s individual income needs, retirement goals, estate planning and tax issues. Once established, they create a customized investment strategy that defines a suitable allocation of equities, fixed income, cash and cash equivalents for each client. Both John and Travis are qualified to trade options products for clients for whom such products are suitable.

Semi-annually, clients are provided with portfolio appraisals that offer analysis of performance, transactions and portfolio income that includes timely information on market expectations. Personal meetings are scheduled regularly to review the portfolio and discuss any changing personal circumstances.

In the Community

John is the Regional Chair of the Vancouver Coastal Region for Diabetes Canada, a cause that is near and dear to him as a Type I diabetic. He also supports many worth causes in the Lower Mainland that invest in the well-being of our next generation such as Backpack Buddies, KidsSport, Kids Up Front and the United Way.

As a devoted soccer fan, who also enjoys golfing, skiing and tennis in his leisure, Travis is an active fundraiser for initiatives such as KidSport. Every fall, he changes the face of men’s health by fundraising for Movember.