Mathis Baumbach CIM®
Associate Portfolio Manager, Investment Advisor
vancouver
Phone: (604) 844-5383
Toll-free: (800) 663-0706
Fax: (604) 669-6392
Email: mbaumbach@odlumbrown.com
Assistant/Associate:
Phone:
Email:

Originally from Düsseldorf, Germany, Mathis moved to Canada in 2008 to attend Simon Fraser University where he completed his B.A. in Economics and competed for the school’s NCAA American football team.

He joined Odlum Brown in 2014 as an Investment Assistant to the highly successful team of Chris Tidd, Andy Eisenbock and Kim Dewar. With Chris’s retirement in early 2017, Mathis was entrusted to work alongside Andy Eisenbock as an Investment Advisor and Investment Associate. Today, Mathis is an Associate Portfolio Manager and Investment Advisor with a Chartered Investment Manager® designation, who continues to work with Andy and Kim.

Living in North Vancouver with his wife and two children, Mathis enjoys an active lifestyle that includes running, mountain biking and skiing.

Client-focused Service

Mathis prides himself on his client-focused approach. He believes that every investor should have an investment strategy that is based on his or her life situation, objectives and risk tolerance. Taking the time to understand his clients’ unique circumstances, he recognizes the importance of financial planning1 to complement their investment strategy. As part of Mathis’s commitment to his clients, he regularly reviews portfolios and is open to discussions to determine whether portfolio adjustments are needed from time-to-time.

Your investment strategy is critical to your overall financial well-being. Mathis carefully builds and maintains your portfolio with highly regarded, independent research. As part of his portfolio management services, Mathis offers strategies to diversify away from concentrated high-risk investments into assets with a higher margin of safety to protect your wealth for the long term.

Please feel free to contact Mathis today at mbaumbach@odlumbrown.com or (604) 844-5383.

1Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products, retirement, estate and financial planning exclusively to Odlum Brown clients.