Odlum Brown Limited
Ian Robertson is an experienced financial professional currently serving as Vice President, Director, and Portfolio Manager at Odlum Brown Limited, a role held since January 1998, with prior positions including Director and Portfolio Manager, Portfolio Manager, Investment Advisor, and Associate Portfolio Manager. With a background in economic development from a five-year rotational management trainee program with the Government of Canada, Ian gained valuable experience across various departments including Industry Canada and the Department of Finance. Ian's academic credentials include a Post-Graduate Diploma in Strategy & Innovation and an Advanced Management & Leadership Program from the University of Oxford, a MA in Public Administration from Carleton University, an MBA in International Business from Dalhousie University, and both a BA in English Literature and a BSc in Zoology from The University of British Columbia.
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.