W. Bruce A. McFarlane
Vice President, Director, Portfolio Manager, Investment Advisor
Telephone: (250) 952-7778 | firstname.lastname@example.org
Bruce began his career in the financial industry in 1967 with the Royal Trust Co. After nine years, he left his position as Senior Trust Officer to join Odlum Brown Limited as an Investment Advisor. His hard-earned success as an Investment Advisor led to his appointment as Branch Manager of the Victoria office in 1982. He is currently a Director, Vice President and Portfolio Manager. + Learn More
Heather E. Love, B.A. (Economics), CFA
Associate Portfolio Manager, Investment Advisor
Telephone: (250) 952-7766 | email@example.com
Heather joined the Odlum Brown Victoria office in 2014, quickly rising to the position of Associate Portfolio Manager while working alongside Bruce. With a B.A. in Economics from the University of Victoria, along with a Certificate in Professional Accounting from Camosun College, Heather’s educational pursuits have primed her perfectly for a career in the investment industry. Heather also holds the prestigious Chartered Financial Analyst (CFA) designation. + Learn More
Annie M. Ewart, BCom
Telephone: 250-952-7771 | firstname.lastname@example.org
Annie is the newest member of our team, joining Odlum Brown in June of 2019. She supports Bruce and Heather with administrative needs, such as regular documentation, scheduling and transfers of cash and securities, and registered plan administration, as well as client experience and marketing as their business grows. Annie enjoys learning as much as she can about the business and continuing her education through the firm.
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We recognize that every client has a unique set of circumstances, and we pride ourselves on providing a positive and individualized client experience. We view each step as building our long-term relationship with you – from the first meeting, through the process of developing your portfolio, to ongoing management to meet changing market conditions and reflect your evolving goals.
*Odlum Brown Financial Services Limited is a wholly owned subsidiary of Odlum Brown Limited offering life insurance products, retirement, estate and financial planning exclusively to Odlum Brown clients.
Through 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.
Our investment philosophy is contrarian. We buy when the crowd is negative and try to sell into bouts of excessive optimism, believing that you have to act differently to achieve above-average results. We are value investors who 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.
There is no one-size-fits-all portfolio for any of our clients; instead we apply our discipline to achieve a great, customized result for every individual. As the adage goes, the only constant in life is change. We anticipate there will always be changes to both your lifestyle and capital markets, and we use a lifecycle approach to make sure we consistently meet your needs in the context of the investment landscape. This is where we do our best work.