Roger is a dedicated and experienced Investment Advisor proudly serving clients at Odlum Brown. With a passion for finance and a commitment to helping individuals achieve their financial goals, he brings a wealth of knowledge and expertise to the benefit of his clients.
His approach to investing is rooted in a deep understanding of each client’s unique financial objectives, risk tolerance and time horizon. Whether he is advising a C-suite executive, a high-net worth family or an individual beginning their investment plan, Roger brings the same passion, dedication and time to each client. Roger believes in forging long-term working relationships with his clients and brings a balanced approach and sound advice. He believes in a personalized and comprehensive approach to working with clients to build and maintain a well-balanced and diversified portfolio.
Professional Experience
Prior to joining Odlum Brown, Roger spent four years with a top five Canadian chartered bank. Before embarking on his career as an Investment Advisor, Roger worked for several Fortune 500 companies in Market Analysis and Business Development roles.
Why Odlum Brown
As a part of the esteemed Odlum Brown team, Roger has access to a wealth of resources and objective, in-house research, enabling him to make well-informed investment choices. Odlum Brown’s long-standing reputation for excellence in the industry aligns perfectly with Roger’s commitment to delivering exceptional service to his clients.
What Sets Roger Apart
Dedication – Roger is committed to his clients’ financial success, always striving to provide them with the best advice and guidance.
Knowledge – He stays current with market trends and financial developments to make informed investment decisions.
Integrity – Trust and transparency are at the core of Roger’s client relationships.
More About Roger
Born and raised in Vancouver, Roger attended UBC where he completed his BA in International Relations. He also has an MBA from the Schulich School of Business, York University in Toronto, and holds the Personal Financial Planner (PFP®) designation. In his spare time, Roger enjoys projects around the house, working on his car, reading and traveling with his wife. He is also actively involved with several non-profit organizations.