Investment Philosophy
Relationships are the anchor of everything we do at Odlum Brown. I work closely with each client to customize and tailor an investment portfolio that matches their unique needs and goals. With the help of Odlum Brown’s industry-recognized Research Team, I construct and oversee investment portfolios with an eye toward long-term growth. We are not day-traders or short-term thinkers. Your Odlum Brown portfolio will focus on your individual investment goals while taking into consideration cost efficiency, tax minimization and risk-return optimization. I believe in buying good businesses at good prices and then applying the necessary amount of diversification, optimism and patience required to guide each and every client along the path toward their financial goals.
Why Odlum Brown
Odlum Brown’s competitive advantages are our independence and singular client focus. The quality of our research is illustrated by the success of the hypothetical, all-equity Odlum Brown Model Portfolio, which has had an excellent track record since its inception in 1994. At Odlum Brown, our interests are aligned with those of our clients, as there is no pressure to promote a particular stock or product. We simply do what is in the best interest of our clients. Founded in 1923, Odlum Brown is a BC-based firm that remains employee-owned and built on long-term client relationships.
Professional and Personal Background
I graduated with Honours at McGill University in 2008 with a Bachelor of Science degree. Prior to joining Odlum Brown, I spent 13 years working at three of the country’s largest investment management firms, the last 10 of which were in a Vice President of Sales role. My main responsibility was working alongside investment professionals to analyze and construct customized investment portfolios for retail investors. I am a firm believer in continuing education and professional development and have successfully completed the Canadian Securities Course and Wealth Management Essentials through the Canadian Securities Institute.
I was born and raised in Victoria and feel very fortunate to continue to call this great city home. I live with my wife Sarah and two children in Oak Bay and am an active member of the Victoria Golf Club.
Contact Me
If you’re looking for an advisor who will take the time to fully understand your investment goals and help you reach them, please send me an email at [email protected] or call me directly at
(250) 952-7764.