Dan provides discretionary portfolio management services to individuals, investment corporations, trusts and non-profit organizations. Prior to becoming a Portfolio Manager, Dan was an Equity Analyst in Odlum Brown's Research Department. He is a member of Odlum Brown’s Investment Management Committee and works with the R&S Investment Management Team.
Dan serves on the board of Lumara Grief & Bereavement Care Society, where he is also the Treasurer and a volunteer. He has also been an active volunteer with the Nature Trust of BC, Marine Mammal Rescue Center and has served on several committees for The Vancouver Club.
Outside Work: Dan is raising three young kids with his wife Nikki, often exploring the outdoors and playing in the mountains or on the water.
Hometown: Calgary, AB
Joined Odlum Brown: 2008
Want to Dive Deeper?
Dan Hincks is a Portfolio Manager at Odlum Brown Limited. He provides discretionary investment management services to individuals, families, trusts, businesses and not-for-profit organizations. His job is to help clients protect and grow their wealth to meet their financial objectives. He builds and manages customized portfolios that fit client goals, expectations, time horizon and temperament. Clients can expect to receive:
- Clear-cut advice from real people at a reasonable cost.
- Direct and regular communication.
- Transparent, jargon-free reporting.
- Tax-efficient advice.
- A passionate Portfolio Manager who loves what he does.
Dan’s Industry Experience
Dan joined Odlum Brown in July 2008. Prior to becoming a Portfolio Manager, Dan was an Equity Analyst covering Diversified Financials for Odlum Brown’s Research Department. During his eight-year tenure in the Research Department, Dan contributed numerous ideas to the hypothetical, all-equity Odlum Brown Model Portfolio and Yield Portfolio that helped add value. He also had the pleasure of presenting at the 2015 and 2016 Odlum Brown Annual Address presentations and has written numerous articles for the Odlum Brown Report and the Odlum Brown Research Blog, Different Makes a Difference. As an analyst, Dan has also been quoted in Canada’s major financial publications. Dan is a member of Odlum Brown’s Investment Management Committee.
In the Community
Within the community, Dan has been an active volunteer with the Nature Trust of BC, Marine Mammal Rescue Centre and Camp Kerry, and has sat on several committees for The Vancouver Club. Dan is also a Director and Treasurer of Lumara Grief & Bereavement Care Society. Sponsorship of local events and organizations is also important to Dan. Recent sponsorship includes Avalanche Canada Foundation, Whistler Children’s Festival and the Ascenta Foundation.
Outside of Work
Dan lives in Vancouver with his wife Nikki, and their three children.
When he’s not digging into company financial statements, Dan enjoys travelling the world off the beaten path. Past adventures have included trekking in Patagonia, camping in Northern Australia, skiing in Japan and Norway, whitewater rafting in New Zealand, hiking in Iceland, running marathons in the desert – and, of course, making the pilgrimage to Berkshire Hathaway’s annual meeting in Omaha.
Education
Dan holds a Bachelor of Commerce (Honours) degree from Queen’s University (2008) and is a Chartered Financial Analyst (CFA) charterholder (2011).