Odlum Brown Limited
Jaspreet Dhaliwal, CPA CGA, serves as the Vice President of Finance at Odlum Brown Limited since March 2020, having previously held the position of Controller within the same firm. Prior experience includes roles as Senior Manager and Manager of Finance at Aviso Wealth, focusing on financial, regulatory, and management reporting, as well as accounting operations. Jaspreet Dhaliwal also contributed as Manager of Financial and Regulatory Reporting at Credential, overseeing compliance filings and financial statement production. Previous positions include Senior Accountant and Intermediate Accountant at TIO Networks Corp and CHC Helicopter, respectively, where responsibilities encompassed financial analysis, reporting, mentoring, and process improvements. Early career experience includes a Financial Accountant role at Neptune Food Service and an Accounts Payable Clerk position. Jaspreet Dhaliwal holds a Bachelor of Commerce in Accounting from The University of British Columbia.
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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.