Odlum Brown Limited
Carly Dean Monahan is an experienced financial professional currently serving as a Portfolio Manager and Investment Advisor at Odlum Brown Limited since April 2016, where over 15 years of institutional financial expertise are applied to develop personalized investment strategies for clients. Additionally, Carly acts as an Activator for SheEO™, a global initiative that supports female entrepreneurs through community-funded loans. Previous roles include Vice President of Institutional Equity Sales at Macquarie Group, where significant revenue growth was achieved, and Institutional Equity Sales positions at RBC Capital Markets and Orion Securities. Carly began the career in investment banking as an Analyst at Desjardins after earning a Bachelor of Commerce from McGill University and holds a Chartered Investment Manager designation.
Odlum Brown Limited
Odlum Brown has been helping clients achieve their financial goals for over 100 years. As a fully independent investment firm since 1923, Odlum Brown is committed to acting in clients’ best interests – always. Through disciplined investment advice, objective research and value-added financial planning services, the firm offers an exceptional full-service experience to grow and preserve clients’ wealth for the long term. Odlum Brown also invests in the communities where its clients and team members live and work through its passionate support of over 150 charitable organizations across Canada. In addition, the firm has earned prestigious national recognition as one of Canada’s Best Managed Companies since 1999 and one of Canada’s Most AdmiredTM Corporate Cultures since 2017. With six locations, 370 team members and over $18 billion in client assets under management, Odlum Brown’s growth and longevity are a testament to the firm’s strong commitment to its core values, common purpose and client-focused approach.