Helping high net worth individuals manage their investment portfolios on a fee-based discretionary basis, Zdenka follows a disciplined approach that focuses on her clients' investment needs. She believes that a relationship built on trust and mutual understanding is of the utmost importance and these values are reflected in the customization of each client portfolio.
During an initial meeting, Zdenka takes the time to understand her clients' investment objectives. She helps her clients define their appropriate asset allocation based on their willingness and ability to tolerate risk, to achieve their targeted returns. Once this mix of equities and fixed income investments is established, Zdenka shifts her attention towards maximizing the overall portfolio value.
Zdenka's investment beliefs are based on the understanding that global asset markets follow a natural economic cycle - growth, boom, peak, bust, trough and recovery. She believes that this natural progression, coupled with cyclical inflation leads to higher asset values over time. These assumptions form the basis for her "top-down" investment approach. Zdenka follows economic indicators very closely and forms her tactical sector allocation accordingly. She performs sector rotation, favouring defensive sectors in the trough and early stages and overweighting cyclical sectors in the later stages of the economic path. Within each sector she selects companies that have compelling fundamentals and are expected to add value to the overall portfolio. Zdenka utilizes proven portfolio techniques, where diversification and dynamic management are keys to long-term success. She actively manages client portfolios, continually searching for excess returns within a reasonable level of risk.
- Results-driven direction
- Construction of personalized client focused portfolios
- Consistent and regular client communication throughout various economic cycles
- Comprehensive quarterly performance reporting for managed accounts
- Annual in-person client portfolio review (or more frequent meetings as required) in a comfortable environment to encourage open discussions
- Access to financial planning and tax information through our wholly owned subsidiary, Odlum Brown Financial Services Limited
Education and Designations
- CFA, Chartered Financial Analyst Charterholder
- CIM, Canadian Investment Manager Designation
- B.Comm, Bachelor of Commerce, Finance, University of British Columbia
Zdenka has been with Odlum Brown Limited since 2003. She was integral in supporting a leading portfolio manager with high net worth clients. She provided them with exceptional client service as an Investment Associate. Now she continues this legacy by building her business and expanding her client network across a broad spectrum of high net worth individuals.
Prior to Odlum Brown, Zdenka worked at various businesses in their accounting departments gaining an invaluable understanding of financial statements and full cycle accounting. She held internships at venture capital and private equity investment firms, including Growthworks and Tricor Pacific Capital. This experience gave her a wide range of perspectives on investments, from small start up companies to fully-matured businesses and their turnaround efforts. It is this comprehensive business background that provides a solid foundation for Zdenka's daily investment decisions.
Being a first generation immigrant, and drawing from her personal experience, Zdenka enjoys working with other immigrants, finding resources which will help them become familiarized with the Western Culture and helping them realize their full potential. Zdenka brings her passion for success and professionalism into creating a better, more knowledgeable and supportive community.
Personal Interests and Hobbies
Zdenka loves spending her free time with her husband and two daughters. Living in beautiful British Columbia, they enjoy travelling, hiking, skiing, golfing and entertaining friends and family with gourmet food and wine.