Odlum Brown Limited
Isabelle Pulun Liu has a diverse background in financial services and business support, currently serving as a Business Application Support Analyst and previously as an Account Transfers Administrator at Odlum Brown Limited since June 2018. Prior experience includes working at Raymond James Ltd. as a Registered Plans Associate, where Isabelle developed client service skills and gained extensive knowledge of investment guidelines and tax regulations. Additional roles at Regency Fireplace Products involved administrative analysis, financial forecasting, and operational efficiency improvements. Early career experience includes a Business Development Internship at PwC Hong Kong, where Isabelle coordinated high-level meetings and conducted market research, as well as an internship at Shanghai Pudong Development Bank, enhancing customer service and sales skills. Isabelle holds a Bachelor of Business Administration in Finance and French from Simon Fraser University.
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.