A fiercely independent model built solely around clients’ needs and future well-being, coupled with a century’s worth of philanthropic efforts that put community first – it’s within these steadfast commitments that Odlum Brown has proudly served for 100 years across B.C. and close to six decades in the Greater Victoria region.
Through disciplined investment advice, objective research and value-added financial planning services, Odlum Brown offers an exceptional full-service experience to grow and preserve its clients’ wealth.
Client relationships built on trust and respect
As a fully independent, employee-owned firm, Odlum Brown’s interests align with those of its clients, allowing the firm to always act purely in a client’s best interests.
That’s because Odlum Brown’s business is focused on serving individual investors, and does not engage in proprietary trading or corporate underwriting. Free from the potential conflicts of interest that may exist at other financial institutions, Odlum Brown’s advisors are free to recommend investments that are truly suited to each client’s objectives and risk tolerance.
This client-focused approach has helped nurture generational relationships across B.C. and Canada. And it’s these generational relationships that serve as the bedrock of the Odlum Brown promise to its clients.
“We specialize in helping our clients achieve their financial goals: a comfortable retirement, navigating change through all life’s stages, transitioning to the next generation,” explains Victoria branch manager Peter Jando. “Our approach is built on long-term relationships with clients, earning a place as their trusted financial partners.”
Indeed, while building portfolios is Odlum Brown’s business, building relationships may be its greatest strength.
Over the years, Odlum Brown has grown to six locations, with more than 350 team members and over $18 billion in client assets under management, enabling the firm to consistently enhance the full-service experiences it provides.
A financial firm with impressive fundamentals
The key to Odlum Brown’s 100 years of longevity is an enduring commitment to Odlum Brown’s core values and a focus on making a difference for clients, team members, and the community.
“Odlum Brown values being part of the Victoria business community and the relationships we have developed over six decades in this city,” Jando says. “Connections and friendships matter here, and it’s amazing how interwoven our business and personal lives are with other members of the community.”
Odlum Brown team members are dedicated to doing what’s right and are passionately committed to supporting their communities. Odlum Brown partners with more than 150 Canadian charities annually through sponsorship, corporate donations, and employee volunteerism. In 2020, Odlum Brown was honoured with a Canada’s Volunteer Award by the Government of Canada in recognition of its team members’ passionate support of the community.
“The Victoria branch of Odlum Brown is deeply invested in our local community,” Jando says. “Individual Odlum Brown team members are encouraged and supported to become contributing members and sponsors of causes and organizations they care about, ranging from the Victoria Symphony to Our Place Society, Anawim House to the Therapeutic Riding Association, the Victoria Conservatory of Music, Art Gallery of Greater Victoria, Swiftsure, the Chamber of Commerce and a host of other service organizations.”
To learn more about Odlum Brown’s suite of services, and the unique features that contribute to its century of success, visit odlumbrown.com.