Giving back to the community is important, both to Odlum Brown and to me. To ensure our interests are aligned, a fee is charged on the basis of asset allocation and assets under administration. Clients receive regular updates on their portfolio's holdings, strategic changes and market developments. My focus is on discretionary portfolio management, which allows my clients to leave the day-to-day investment decisions in my hands, giving them more time to focus on their own career, business, family or dream retirement.
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Understanding that individual financial situations can become quite complex, I am confident working with, and recommending, outside professional advisors if needed, based on each client’s situation. Being a CERTIFIED FINANCIAL PLANNER® practitioner and having previously worked in the accounting field, I have a good foundational knowledge of all aspects of my clients’ investment management requirements, and I am able to quarterback conversations, as required, with our OBFSL team. Financial PlanningĪt Odlum Brown, we are fortunate to be able to work with our wholly owned subsidiary, Odlum Brown Financial Services Limited (OBFSL), to assist with our clients’ insurance, estate and other financial planning needs. The key to ensuring our investment recommendations are always based on our clients’ best interests is the Odlum Brown’s employee-owned and independent structure.
I also utilize a laddered approach to fixed income investing, relying on the expertise of our fixed income team, unique client circumstances and market conditions to determine the duration of the fixed income portion of a client’s portfolio. I conduct regular portfolio reviews to ensure that the client’s investments remain aligned with their current situation and long-term goals.Įquity portfolio adjustments are based on changes in client circumstances and guided by recommendations from our equity research team and their value-based investment philosophy. Then the plan is implemented, and the portfolio is monitored, with adjustments being made when necessary. Once the landscape has been formalized, I construct a customized investment portfolio with an appropriate asset mix based on the client’s unique investment objectives and individual risk tolerance. This includes exploring their investment goals, time horizon and any potential barriers. I begin the investment process by assessing a client’s current situation.
Through clear and consistent communication, at a frequency determined by my clients’ needs, I work hard to build and maintain their trust, allowing our relationship to grow – sometimes over generations. In order for my clients to feel confident in their investment plan, they have to trust that their wealth is being managed with their best interests in mind, and trusting me is the foundation of their confidence.
I commit to an open-door policy with my clients and do my best to exceed their expectations. With almost 20 years’ experience in the accounting and investment industries, I am proud to continue helping my clients achieve their financial goals. I often work with my clients’ other professional advisors, such as accountants and lawyers, to ensure there is an inclusive and holistic approach to growing and preserving their wealth. As a Portfolio Manager, I focus on managing the investable assets of individuals, families, corporations, charities and trusts on a discretionary basis.
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