Comprehensive Financial Advice
Odlum Brown Limited offers client-focused investment advice and a solid performance track record. It has an unrivalled reputation for its integrity and singular focus on clients. Consistent with the firm's value-based investment approach, client portfolios are structured with quality blue-chip companies and are often enhanced with fixed income opportunities (bonds and money market), income trusts, and mutual funds where appropriate for diversification.
Recognizing that an individual's circumstance and responsibilities are likely to change over the years, Rick helps keep his client's financial goals on track throughout all of life's events such as a career move, income changes, children, grandchildren, or retirement.
In addition to trusted professional advice and superior client service, Rick works closely with Odlum Brown Financial Services Limited, a wholly-owned subsidiary of Odlum Brown, to provide clients access to life insurance products and retirement, estate and financial planning. His investment expertise is further supported by unparalleled excellence in wealth-building solutions, corporate social responsibility, and the firm's highly-regarded research department.
On-going communication is integral to client service. Clients have access to the firm's newsletter, company reports and account statements either electronically or by regular post.
Rick is committed to building solid, lasting relationships with his clients. He provides regular portfolio reviews to ensure that the clients' goals, investment strategy and portfolio performance continue to reflect their personal circumstances.
Rick follows a no-pressure, systematic approach to investing. Rick works with his clients to develop investment strategies and portfolios that are right for them. First, he meets with clients to gain a better understanding of their individual investment needs, risk tolerance level and overall expectations. Then, based upon the information provided, he designs a portfolio tailored to fit the client's personal financial situation.
Rick Adrian began his career in the investment industry in 1992 and joined Odlum Brown as an Investment Advisor in 1999 and earned his Canadian Investment Manager (CIM) designation in 2010. With a diverse background and experience in the financial markets, Rick offers his clients a wealth of knowledge on a broad range of financial products.
In Your Neighborhood
Rick is actively involved in his local community, working with the Kelowna Chamber of Commerce as a New Member Ambassador and the Okanagan Science and Technology Council (OSTEC). In his spare time, he enjoys golfing, hiking, skiing, and spending time with his family.
For more information, contact Rick at (250) 861-8180 or firstname.lastname@example.org.