Marina Newson BA, CIM
Director, Portfolio Manager, Investment Advisor
Phone: (604) 844-5398
Toll-free: (888) 886-3586
Fax: (604) 669-6392
Email: mnewson@odlumbrown.com
Assistant/Associate:
Paola Lefno
Phone: (604) 844-5330
Email: plefno@odlumbrown.com

Investment Approach

Key to Marina’s investment approach and success is emphasis on one-on-one service, which she takes great care in delivering. With more than 15 years of experience in the investment industry, Marina provides an extensive scope of investment knowledge and takes great pride in helping her clients achieve their overall financial goals of accumulating, preserving or transitioning wealth.

Trust and integrity are overriding principles which guide Marina’s business. She provides perspective for making money when the market is strong, and on structuring assets to preserve capital when the market is not.

Marina takes the time to learn about her clients and truly understand their investment needs. She carefully assesses each client's risk tolerance and financial objectives, and then designs a custom portfolio to help them achieve their overall financial goal of accumulating, preserving or transitioning wealth. Marina regularly monitors client portfolios to ensure that they are aligned with the market and that they continue to meet the client’s objectives.

In line with Odlum Brown’s investment style, Marina’s primary focus is selecting quality investments for her clients. One of the firm’s principal advantages within the investment industry is its independence. By not acting as underwriters or trading for its own account, Odlum Brown is committed to providing value-based recommendations that are consistent with client needs. As a Portfolio Manager, Marina handles both discretionary and non-discretionary accounts for high net worth individuals. She also works with a team of experts in Odlum Brown Financial Services Limited*, to offer her clients full access to financial planning, insurance and estate planning, and tax information services.

*Odlum Brown Financial Service Limited is a wholly owned subsidiary of Odlum Brown Limited.

Education

Marina completed international studies at the University of Grenoble, France prior to obtaining a Bachelor of Arts degree from the University of British Columbia. Marina is committed to furthering her education to ensure that her clients’ best interests are met. In addition to completing the Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), Canadian Investment Management Part I, and Portfolio Management Techniques, she has also earned her Canadian Investment Manager (CIM) designation.

Personal

As a third generation Vancouverite, Marina has deep roots in this city. She is active in her community both socially and through the many organizations with which she has been involved over the years. She is currently on the Board of Endeavour for the Benefit of the Arts, Science and Health, an organization which works with non-profits to raise funds through an annual auction to help support their programs, research, and awareness within the communities throughout the lower mainland.

Through hard work and determination, Marina maintains a graceful balance of an active lifestyle as an established career woman, wife and mother with three children.

Please feel free to contact Marina for more information