Rob Wolfe CIM®
Portfolio Manager, Investment Advisor
courtenay
Phone: (250) 703-0637
Toll-free: (877) 703-0637
Fax: (250) 703-0638
Email: rwolfe@odlumbrown.com
Assistant/Associate:
Phone:
Email:

You work hard to build your wealth, and you deserve an investment advisor that will:

  • Provide investment advice based on your needs, goals and objectives
  • Build a portfolio based on the level of risk with which you are comfortable
  • Communicate relevant information regularly
  • Establish a regular review procedure
  • Provide advice that is easy to understand
  • Be available to you at all times

Professional Experience

Rob started his career in 1978 with one of the largest European asset managers. He specialized in estate and retirement planning and in 1994, was promoted to Office Manager with a staff of 25 at the London, U.K. branch. In 2001, Rob took on a new challenge and joined a small team in central London to launch a pension company, which became a great success within five years.

In the U.K., Rob was highly qualified in his field and achieved “chartered status.” Rob’s commitment to the investment business led him to Odlum Brown attracted by its independence, solid long-term track record, and reputation in the industry that is second to none.

Investment Style

Rob takes pride in obtaining a complete understanding of each individual’s investment objectives and financial goals. He develops effective strategies to help clients achieve their ambitions. Rob works closely with clients, helping them understand their investments through regular communication and comprehensive portfolio reviews.

When constructing client portfolios, Rob is guided by Odlum Brown’s highly regarded independent research team. The firm’s research team thinks differently from the crowd and aims to beat the Canadian benchmark index, the S&P/TSX, by focusing on high quality companies with strong balance sheets and great franchises. This value style of investing is well-suited to investors seeking wealth preservation and growth.

Community

Rob is actively involved in the community. He serves on the Boards of Comox Valley Community Foundation and Comox Valley Transition Society. He is a past President of the Rotary Club of Courtenay and a past President of the Comox Valley Aquatic Club.

Contact

Contact Rob at (250) 703-0637 or email rwolfe@odlumbrown.com for a complimentary portfolio review or to request a copy of the informative Odlum Brown monthly newsletter, the OB Report.