Kwame Boateng CFA
Associate Portfolio Manager, Investment Advisor
kelowna
Phone: (250) 861 8173
Toll-free: (800) 788 5677
Fax: (250) 861 7766
Email: kboateng@odlumbrown.com

Working with Clients

Kwame’s clients range from executives and business owners to nurses and teachers. Every one of them has a wealth situation specific to their lifestyle aspirations, and he models his advice and services to fit their needs. He makes a point to understand their explicit goals and possible constraints, and to build a service model that is tailored to them.

Kwame leverages the highly successful investment analysis of the Odlum Brown Research Department as well as his planning and portfolio management experience to provide a custom, one-on-one advisory experience.

Most importantly, as the world becomes increasingly complex, being able to navigate through the noise is no longer a task that can bear divided attention. Kwame gives his clients back their time to focus on what’s important: family, work – whatever fuels them.

Community

Kwame is currently the Vice President of CFA Society Okanagan, an extension of CFA Institute designed to provide support and create value for the local membership on a national and global scale. Additionally, he is a Director at CRIS Adaptive Adventures, a not-for-profit that gives Okanagan community members with cognitive or physical disabilities opportunities to explore the outdoors.

Kwame is also a sessional instructor at the University of British Columbia Okanagan, teaching an upper-level finance course on Risk Management using derivatives.

Background

Kwame joined Odlum Brown in 2013, working initially on company/industry analysis and portfolio construction as well as retirement planning and lifestyle risk assessment with Odlum Brown Financial Services Limited. Along the way, he attained the Chartered Financial Analyst (CFA) designation, globally recognized as the gold standard for investment professionals in any part of the financial industry.

Kwame was born in Ghana and spent his childhood living in the U.S. before settling down in Kelowna, BC. He is an avid winter (un)enthusiast, and is known to enjoy a good book when he has a little downtime.