Investment Thesis

Michael Simmons BA (Econ), CIM
Portfolio Manager, Investment Advisor
victoria
Phone: (250) 952-7770
Toll-free: (888) 293-0744
Fax: (250) 386-7782
Email: msimmons@odlumbrown.com
Assistant/Associate:
Megan Casey
Phone: (250) 952-7785
Email: mcasey@odlumbrown.com

“Money is one of the most important subjects of your entire life. Some of life's greatest enjoyments and most of life's greatest disappointments stem from your decisions about money. Whether you experience great peace of mind or constant anxiety will depend on getting your finances under control." - Robert G. Allen, Author “The One Minute Millionaire”

Professional History

Michael began his career in the investment industry in 1993 with a national brokerage firm. Attracted by the independent nature of Odlum Brown and its commitment to personalized client service, Michael joined the firm as an Investment Advisor in 2001. He became an Associate Portfolio Manager in 2006, and a Portfolio Manager in 2011. Throughout his career, Michael's conservative nature and investment style has ensured that his clients' interests and investments are protected.

Investment Philosophy

Michael is an investment professional who is committed to helping clients achieve their long-term financial objectives and goals. He works with clients to develop and refine a comprehensive investment strategy that highlights their objectives, time horizons, tax considerations and return requirements. This strategy is an integral part of the entire investment process as it guides the direction of the portfolio, and any future decisions that are made. In order for the process to work successfully, Michael believes that the strategy and the investment portfolio should be regularly reviewed and monitored – and never remain static, ensuring that both accurately reflect the client’s goals and needs.

Successful investing requires the disciplined execution of a well planned and comprehensive strategy. There are no shortcuts to long-term success, and there is no room for speculation. Michael is committed to helping you get the results you need. He believes that by working together as a team, your financial goals CAN be reached.

Education

  • Bachelors degree in Economics, University of Victoria
  • Canadian Securities Course
  • Conduct and Practices Handbook
  • Investment Management Techniques
  • Portfolio Management Techniques

Memberships

  • Former Director of Sport Fishing Institute of BC
  • Former committee member of the Pacific Salmon Foundation
  • Former member of the South Island Regional Advisory Committee on First Nations Land Claims
  • Guest lecturer at the University of Victoria’s School of Economics (including Graduate level)

"Before you can really start setting financial goals, you need to determine where you stand financially." - David Bach

How Can I Help You?

Contact Michael today at msimmons@odlumbrown.com for a complimentary portfolio review or to receive a copy of the Odlum Brown monthly newsletter, the OB Report.

Please feel free to contact me for more information!