Odlum Brown Limited
David O'Brien is an experienced investment professional currently serving as an Investment Advisor at Odlum Brown Limited since April 2022. Prior to this role, David held various leadership positions, including Branch Manager at TD Wealth Private Investment Advice and Independent Consultant at Cothrom Consulting. David's extensive background includes serving as Executive Director of Business Development at CIBC Wood Gundy and Divisional Director at Russell Investments. Earlier in their career, David worked as National Sales Manager at Barlow Capital and Western Canada Sales Manager at iA Clarington Investments, as well as a Wholesaler at Fidelity Investments and Financial Advisor at Midland Walwyn.
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.