Clients are provided with quality advice to help them achieve their investment objectives and financial goals. Together, we build well-diversified portfolios consisting of high quality companies with solid balance sheets and good growth potential. Portfolios are developed based on the client's objectives, with a focus on creating wealth and preserving capital.
By maintaining open lines of communication with my clients and educating them about their investments, in both good markets and bad, I develop lasting advisor/client relationships built on trust - the cornerstone of my business. Being well-informed also helps to provide the benefit of objectivity in these markets. To ensure that my clients receive the best possible advice, I remain committed to professional development.
As a CERTIFIED FINANCIAL PLANNER® professional, I recognize that there is more to building personal wealth than by simply creating an investment portfolio. Tax, estate, insurance and financial planning are all key components to helping clients achieve their overall financial goals. Consultations with experts in these areas are available through Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited offering exclusively to clients, life insurance products, and retirement, estate and financial planning services.
The Investment Process
The investment process begins with assessing a client's current situation. This includes exploring their investment goals, time horizon, and any potential barriers. Once the landscape has been formalized, an investment portfolio with an appropriate asset mix is constructed based on the client's investment objectives and individual risk tolerance. Once the plan has been implemented, the portfolio is then monitored with recommendations being made when necessary. Portfolio reviews are also conducted to ensure that the client's investments remain aligned with their current situation and goals.
Discretionary Portfolio Management
For those who wish to leave the day-to-day investment decision-making to me, I offer discretionary portfolio management. Whether you are occupied with your own business or prefer to spend time enjoying retirement, this approach offers you more flexibility as I actively monitor your portfolio and take action on your behalf. Clients will receive regular updates on their portfolio's holdings, strategic changes, and market developments. To ensure our interests are aligned, a fee is charged on the basis of the assets under administration.
To review your investment portfolio and to explore ways that Odlum Brown can help you get the most from your investments, call me today at (604) 824-3374, toll-free at (800) 663-5251, or e-mail [email protected].