Ian Robertson, CFA, MBA, MA
Vice President, Director, Portfolio Manager
Ian is a Vice President, Director, Portfolio Manager and member of the firm’s Executive Committee. He is a regular speaker and writer on investment issues.
Ian and his wife enjoy gardening, reading and travel, as well as spending time with their three adult children. Ian is also a nationally ranked masters swimmer.
Ian holds the CFA designation, which focuses on global investment knowledge, professional standards and ethics, as well as the Responsible Investment Advisor Certification (RIAC), which focuses on the integration of environmental, social and governance (ESG) factors in the selection and management of investments. Combining his strong interest in the impact of ESG on corporate strategy and valuation, and his commitment to providing clients with leading-edge investment insight, Ian is pursuing his DPhil (PhD) in responsible investment on a part-time basis at the University of Oxford.
Prior to joining Odlum Brown in 1997, Ian spent five years with the federal government, where he held several positions with a financial or economic focus – including postings in Ottawa with the Department of Finance and the Department of Foreign Affairs. + Learn More
Sarah Mooney, BA, MBA
Prior to joining the Robertson Investment Group, Sarah worked in Odlum Brown’s Compliance department while completing her Bachelor’s degree in Psychology at UBC. She has since obtained a Graduate Diploma in Business Administration (GDBA) from SFU, a Professional Certification in Sustainable Investment (SIPC) from Concordia University and the Responsible Investment Advisor Certification (RIAC). Sarah completed the MBA program at SFU in 2019.
Sarah has over a decade of experience with the team, and even longer with Odlum Brown. She is a key resource in the day-to-day operations of our business who is responsible for account and securities processing. She also coordinates efforts between lawyers and accountants to facilitate the steps involved with estate-related matters.
Sarah’s love of nature has led her to hike and run many of the trails in and around BC. In fact, the landscape and scenery on our pages feature some of her photography.
Karim Allibhai, CPA, CA, CFA, MBA
Financial and Tax Planning Specialist, Portfolio Manager
Karim joined Odlum Brown in 2014. He brings over 15 years of tax experience from both a mid-sized accounting firm and a “big four” accounting firm, during which he achieved his Chartered Professional Accountant, Chartered Accountant (CPA, CA) designation. His areas of expertise include personal taxation, corporate taxation, trust taxation, estate planning and cross-border planning. Karim also has several years of entrepreneurial experience in the real estate sector.
Karim completed his MBA (Dean’s Honour List) at the Ivey School of Business at the University of Western Ontario. He holds the Chartered Financial Analyst (CFA) designation, which focuses on global investment knowledge, and the Responsible Investment Professional Certification (RIPC), which focuses on the integration of environmental, social and governance (ESG) factors into portfolios. Karim maintains his expertise through the continuing education programs offered under both the CPA and CFA designations, where he also volunteers as a Capstone Panelist in the CPA’s Professional Education Program and a member of CFA Institute’s Practice Analysis Working Group and University Outreach Committee.
Karim is an avid sports fan who has travelled extensively. He believes in giving back to his community and currently volunteers with the Junior Achievement BC program – teaching kids and young adults about financial literacy. In the past, Karim has also judged the Ivey High School Competition and volunteered at Canada Revenue Agency’s tax clinic helping seniors. As a proud parent of two young daughters, there’s never a dull moment at the Allibhai household.
Paul Sahota, CPA, CGA, CFP, CIM®, FCSI®
Financial and Tax Planning Specialist
As a Financial and Tax Planning Specialist, Paul facilitates the assembly and delivery of our financial plans. Paul utilizes a needs-based approach and works closely with clients to identify their goals and objectives in order to build a plan that meets their needs. Working with the support of a client’s tax and legal advisor, Paul delivers a plan that addresses retirement, estate and tax efficiency, which also encompasses cash flow management, risk management and business planning matters.
Paul’s industry experience spans over 10 years, and he has worked for some of the largest financial institutions in Canada in senior advisory roles.
Paul is a Chartered Professional Accountant (CPA) and Certified Financial Planner (CFP) who holds a Bachelor of Commerce (Honours) Degree. He is a member of the Chartered Professional Accountants of British Columbia, as well as a member of Financial Planning Canada. In 2020, he became a Fellow of CSI (FCSI®), which is the Canadian Securities Institute’s highest level of certification and an honour in the Canadian financial services industry. Paul’s love of soccer opened many avenues for him early in life. Through his experiences as Captain of the BC team and playing for the Canadian men’s national soccer team, he learned the discipline and drive it takes to succeed. It also allowed him to tour Europe and South America to broaden his horizons with a more global perspective. He remains actively involved in the community as a volunteer for CPA BC, where he has been invited as a Capstone Panelist in their Professional Education Program.