Born in Prince George, BC, Michael moved to Vancouver in 2001. After finishing school in Vancouver, he worked for various companies doing both business planning and financial analysis. Michael now combines these skills with the extensive resources at Odlum Brown to provide quality investment advice to individuals, families, business owners and corporations.
Michael’s investment style closely follows Odlum Brown's contrarian investment philosophy. This includes buying when the crowd is negative and selling into excessive optimism. Michael’s investment style is value-based and he cares deeply about valuation and the price paid for an investment. He thinks of a stock as part ownership in a business, rather than a piece of paper upon which to speculate. He likes companies with good growth potential, but recognizes that the best prices are realized by buying companies when they are experiencing a hiccup or some kind of fundamental weakness.
Discretionary Investment Management
Along with his investment advisory capacity, Michael offers and encourages discretionary investment management. This is primarily for investors who wish to delegate the day-to-day management of their investment portfolio while leaving their time and mind free for other pursuits.
Instead of paying commissions on a per transaction basis, a portfolio management fee is levied as a percentage of the assets under administration and charged monthly. Unlike traditional commissions, management fees on non-registered investment accounts may be deductible for income tax purposes. Account minimums apply.
Michael believes that each of his clients is unique and will spend the time understanding their individual needs. Odlum Brown clients receive exclusive access to reports produced by the firm’s highly regarded Research Department and consultation on matters of financial, retirement, and estate planning, through Odlum Brown Financial Services Limited.
If you would like to receive the OB Report, our monthly newsletter providing timely market commentary, or further information on becoming a client, please call Michael at (604) 844-5464 or e-mail firstname.lastname@example.org.