More than 100 people packed into Shelter Point Distillery last month to celebrate a special dual anniversary for one of the Comox Valley’s most trusted investment firms.
September marked 15 years in the Valley and Campbell River for Odlum Brown, an independent, full‐service investment firm represented in Courtenay by branch manager and associate portfolio manager Janine Martin. At the same time, Odlum Brown itself was celebrating its 90th anniversary in B.C.
“This has been a really special year for us,” Martin said. “We have a lot of clients here in the Valley who have been with us from the beginning, many of whom have recommended us to their friends and family. Our success is based entirely on theirs, and we just wanted to show our appreciation of that special relationship.”
Anniversaries notwithstanding, it’s been a busy year at Courtenay’s Odlum Brown office. Martin added a new advisor to her team, longtime local businessman Kevin Pantuso, and the entire Odlum Brown family introduced a new modern look to usher in the next 90 years.
“Our new tagline is Investing for Generations,” Martin said. “That’s really what it’s all about, isn’t it? It’s being disciplined and making smart investment decisions for long‐term growth.”
Over the course of 90 years, Odlum Brown’s straightforward stance on investing has effectively guided clients to wealth creation and capital preservation. Its hypothetical OB Model Portfolio has outperformed the S&P/TSX Index since its inception in 1994, and so far 2013 has seen a continuation of that trend.
Nationally, Odlum Brown is distinguished as one of Canada’s 50 Best Managed Companies, and the firm is recognized as an employer of choice in B.C.
“We’re continually looking toward the future, so it’s nice to take a step back and celebrate the past with our friends, clients and neighbours,” Pantuso said. “The client appreciation event was a real success – the sun was shining and everyone was having a good time knowing that their money was well taken care of.”
To learn more about Odlum Brown and request a complimentary subscription to the Odlum Brown Report, call 250‐703‐0637.