Placing your financial goals at the heart of our relationship.
I work in close collaboration with clients to improve their awareness and understanding of their current investment portfolio. Diligently sorting through new information and evaluating each opportunity, I provide my clients with transparent and timely recommendations to support informed decision making, thus enabling us to stay the course on long-term financial objectives. I leverage in-house research provided by the Odlum Brown Research Team, along with independent research from objective sources to develop a breadth of understanding of current and future market conditions. This approach allows me to keep one eye on the present and one eye on the future, thereby keeping my clients up to date as the market evolves.
Odlum Brown Limited is a BC based independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients for the past 95 years.