To truly appreciate a century’s worth of excellence and unwavering commitment, some historical context is required.
Insulin is introduced to treat diabetes. The inaugural baseball game is played in the original Yankee Stadium. Time Magazine is born.
The year is 1923, and , a B.C.-based full-service investment firm, begins with a mission statement that still endures today: to put clients first; to take care of team members; to protect – at times, fiercely – its independence; and to be synonymous with integrity, professionalism, and accountability.
Over the last 100 years, Odlum Brown has forged ahead through the Great Depression, the Second World War, the Great Financial Crisis, a global pandemic, and numerous financial interruptions spanning the entire planet.
Throughout it all, Odlum Brown has adapted, evolved, and established itself as a stable and trustworthy financial partner to individual investors and families across Canada.
“All of us at Odlum Brown have so much to be proud of when reflecting on our first 100 years,” says President and CEO Debra Doucette. “But, truthfully, it’s our future that really excites me. We’ve laid an incredible foundation on which to build, grow, and continue enhancing the client experience we provide.”
​As clients of an independent firm, Odlum Brown clients can trust that all investment decisions are being made in their best interests. This independence enables Odlum Brown advisors to recommend investments that are truly suited to each client’s objectives and risk tolerance.
And because Odlum Brown is a 100% employee-owned firm, its team members are personally invested in the success of the firm and its clients. This owner mentality goes a long way to aligning team members around the firm’s purpose: to help clients achieve their financial goals and to passionately contribute their efforts to that purpose every day.
“When markets or the economy are uncertain, there’s a lot to be said for that personal connection: being able to reach a real person, someone who knows you, on the other end of that phone or email,” Doucette says. “Knowing you have someone in your corner who’s been through it – this is what our advisors and our team members do so well.”
To put the effectiveness of this relationships-based approach into perspective, consider the findings of an independent survey conducted in 2022 that included more than 12,000 Odlum Brown clients. When asked about their experience, 97% of respondents expressed satisfaction with their Odlum Brown advisor.
“For over 30 years, I have depended on Odlum Brown for advice and safekeeping of my family’s nest egg,” says one long-term Odlum Brown client. “As my children are starting out on their adult financial journeys, they too have trusted Odlum Brown to start themselves off on a solid footing. My relationship with Odlum Brown has allowed me many nights of restful sleep and for that, I am grateful.”
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