Odlum Brown Limited
Spencer Gradley is an experienced investment professional currently serving as an Investment Assistant and Account Transfer Administrator at Odlum Brown Limited since June 2021, where responsibilities include managing client services related to account transfers. Prior experience includes a role as Marketing Assistant at CrowdfundSuite, where strategic analyses were conducted to enhance private equity raise strategies and develop presentation materials for clients. Spencer also worked as a Brand Ambassador for Inventa, XMC, and Match Marketing, promoting various brands such as Bell and Dove through public engagement initiatives. Spencer holds a Bachelor of Arts in Political Science and Government with a Minor in Commerce from The University of British Columbia, complemented by a High School Diploma from Vancouver College.
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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.