Odlum Brown Financial Services Limited

Our team of financial planners provides clients with unbiased and up-to-date information to assist them when making decisions about their financial affairs, beyond the day-to-day management of their investment assets.

Our Services

To learn more about these services*, please contact your Odlum Brown Investment Advisor or Portfolio Manager. 

Meet Our Team

Richard Myers
Richard Myers
CPA, CA, CFP®

Tax and Estate
Planner
Richard joined Odlum Brown Financial Services Limited in 2018 after working for a national accounting firm as a Senior Manager in taxation services, specializing in owner-managed private corporations and their shareholders.

Richard provides personal, corporate, trust, and estate tax planning options and risk mitigation to assist clients in meeting their retirement and estate plans.

Richard holds the Chartered Professional Accountant (CPA), Chartered Accountant (CA) and CERTIFIED FINANCIAL PLANNER® designations. He has also completed CPA Canada’s In-Depth Tax Course and is a sessional instructor for the Chartered Professional Accountants of BC.


BACK TO THE FINANCIAL SERVICES TEAM

*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.

 
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