Odlum Brown is committed to helping clients preserve and grow their wealth. Since 1923 we have thrived by providing thoughtful, unbiased and objective advice to individual investors.
Our firm’s underlying philosophy is to put our clients first in all our business dealings. We are a fully independent company, entirely employee owned, and we are proud of the quality of our personnel and their dedication to the well-being of our clients.
Preserving your capital is our first priority. Your financial goals and risk tolerance guide us in structuring a personalized portfolio suitable for you. In doing so, we recommend the best strategies available for income distribution, wealth accumulation, or a combination of both.
Unlike most of our competitors, our trading department acts as a service centre, not a profit centre. This means we do not trade for our own account. As a result we do not expose ourselves - or indirectly our clients - to the risks, conflicts, and volatility associated with this type of trading.
Simply said, all of our efforts are directed towards putting our clients’ interests first.
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Greater Victoria Chamber of Commerce