The Team
W. Bruce A. McFarlane
Portfolio Manager, Investment Advisor
Telephone: (250) 952-7778 | [email protected]
Bruce oversees our investment strategy. He’s a 45+ year veteran of Odlum Brown and a former Director and Branch Manager in Victoria. Bruce’s steady hand and hard-earned success in this industry makes him an invaluable member of our team, and we’re always grateful for his insights. Click here to learn more about Bruce
Heather E. Love, B.A. (Economics), CFA, CFP®
Portfolio Manager, Investment Advisor
Telephone: (250) 952-7766 | [email protected]
.jpg?sfvrsn=361995b8_0 "Book a Video Call")
Heather leads our practice.
She develops portfolio strategies based on our clients’ objectives. She collaborates extensively within the team and throughout the firm on research, management techniques and execution. She undertakes the bulk of our team’s equity and fixed income trading and is licensed for options trading as well. In collaboration with our planning experts in Odlum Brown Financial Services Limited, as well as other key professionals, Heather works to implement relevant financial planning strategies.
Heather manages our team’s communications and client relationships. If you have a question and you’re not sure who to ask? Contact Heather! She’ll get you the information you need. Click here to learn more about Heather
Mackenzie Dickeson
Investment Assistant
Telephone: (250) 952-7771 | [email protected]
Mackenzie is the glue… and the grease! She prepares all account documentation, handles money movement in and out of our accounts, manages day-to-day communications with our clients, and (many) other business administration needs. Mackenzie has a deep understanding of what our clients need and what our team needs in an increasingly regulated industry. She navigates the often-complex challenges we face and consistently delivers the highest level of service to our clients.
Mackenzie assists us in equity and fixed income trading where necessary. She acts as a crucial support to both Bruce and Heather, while providing excellent service to our clients every day. Click here to learn more about Mackenzie
Kimberley Priebe
Financial Planner
Kimberley is an invaluable resource for financial planning matters. She undertakes financial projections for our clients, addresses planning-related questions, and works with Heather to implement the financial planning strategies that she and her team in Odlum Brown Financial Services Limited recommends. She’s located here in our Victoria office and is available to meet directly with our clients, or via Zoom.
Kimberley is supported by a team of experts in Odlum Brown Financial Services Limited, including tax and insurance experts who are available to our clients as needed.
Client Experience
*Available through Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited offering life insurance products, retirement, estate and financial planning exclusively to Odlum Brown clients.
Investment Management
Our investment philosophy is contrarian. We buy when the crowd is negative and try to sell into bouts of excessive optimism. We believe that you have to act differently to achieve above-average results.
We are value investors. We like highly profitable companies with good growth potential and recognize that the best prices are often realized by buying companies that are experiencing short term fundamental weakness. We focus on long-term, well-diversified investments. We seek to protect and grow wealth for generations.
Financial Planning
Through our in-branch Financial Planner, Kimberley Priebe, and supported by our wholly owned subsidiary, Odlum Brown Financial Services Limited, we are able to offer a broad spectrum of financial planning services. We recognize the diversity and complexity of your values and beliefs, so we offer these services to ensure you receive the services that align with your goals.
