As a Portfolio Manager, I offer discretionary portfolio management to high net-worth individuals, corporations, and trusts. Discretionary management offers my clients freedom from the responsibility of asset management and security selection.
Born and raised in Ottawa, I graduated from the University of Toronto with an undergraduate degree in international relations. I began my career in the financial services industry in October 1987, where I learned an early lesson about market volatility. I spent a number of years as a Financial Consultant with a national firm delivering financial planning services to medical doctors and their families.
Prior to joining Odlum Brown, I worked for over eight years as an Investment Counselor with a Canadian chartered bank, providing discretionary investment management services to high net worth clients. In recent years, I have taught portfolio management classes for a CFA study program.
|Responsible Investment Advisor Certification (RIAC)
Chartered Financial Analyst (CFA)
CERTIFIED FINANCIAL PLANNER®
The first step in building an investment portfolio is to determine my client’s objectives, whether they are:
- Saving for retirement
- Providing for their children’s education
- Generating monthly income
- Preserving an estate to pass onto the next generation
- Socially responsible investing
The next step is to devise an appropriate mix between fixed income investments and equities, based on an understanding of my client’s risk tolerance. Important considerations include the time horizon for the portfolio, whether or not regular withdrawals are required, as well the tax status of the portfolio (i.e. taxable or registered accounts).
Finally, the portfolio is constructed with an emphasis on investment grade fixed income securities and individual equities, drawing from the research recommendations showcased in the Odlum Brown Model Portfolio.
The Odlum Brown Model Portfolio was established in 1994 and has generated excellent long-term results. Importantly, its value-driven, contrarian strategy has contributed to strong relative returns during market downturns.
Why I Joined Odlum Brown
Odlum Brown has a longstanding reputation for integrity and independence. The firm was established in 1923 and continues to be one of British Columbia’s most respected investment firms. Since 1999, Odlum Brown has been recognized as one of Canada’s Best Managed Companies.
Odlum Brown is truly independent, owned by its employees, and does not engage in investment banking or offer any proprietary products. This means that our investment advice is unbiased and offered with the express purpose of helping our clients reach their goals.
I believe in Odlum Brown’s value-oriented approach to investment management. Odlum Brown’s research analysts work to identify well-managed, profitable businesses that can be bought at an attractive price. This approach avoids overpriced companies and the risk that may accompany them.
It all begins with a conversation about your investment needs and I welcome the opportunity to meet with you. Contact me today at (604) 844-5309.