Investment Style and Approach
Kevin’s investment style is consistent with that of Odlum Brown’s: put the client’s best interests first! He considers communication and trust to be key to ensuring relationships with clients are both productive and successful. There are many variables that can be unsettling in the investment world; Kevin strives to ensure his clients are informed, comfortable with their investment strategy and can feel confident knowing that he is with them every step of the way.
Kevin focusses on proven investment strategies, creating an asset mix that reflects his clients’ goals while concentrating on creating wealth and preserving capital. He believes in building well-diversified portfolios consisting of high-quality companies with solid balance sheets and good growth potential.
Kevin recognizes the importance of looking at his clients’ overall financial picture. He works closely with Odlum Brown’s wholly owned subsidiary, Odlum Brown Financial Services Limited (OBFSL), which provides financial, retirement and estate planning services to clients. By having OBFSL team members examine clients’ tax, estate and insurance needs, in addition to creating retirement and planning projections, Kevin assures clients that they are being taken care of by experts who have their best interests in mind. This approach is truly beneficial in helping clients achieve their financial goals.
Kevin comes from a family of entrepreneurs. Prior to joining Odlum Brown, he ran his successful family-owned business for close to 20 years. There he learned the intricacies of business and the many benefits of developing meaningful relationships with clients, employees and suppliers.