Odlum Brown Limited
Spencer Pocock is a Portfolio Manager at Odlum Brown Limited, a position held since January 2014, and previously served as an Associate Portfolio Manager and Investment Advisor. Prior experience includes a role as Senior Financial Advisor at CIBC Imperial Service from 2010 to 2014 and as a Sales Assistant at CIBC Wood Gundy from 2007 to 2010. Spencer holds a Bachelor of Commerce in Finance from the Peter B. Gustavson School of Business at the University of Victoria, and has earned the Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute and the Registered Retirement Consultant (RRC) designation from The Canadian Institute of Financial Planning. Additionally, Spencer is a Certified Professional Consultant on Aging (CPCA®) and a Retirement Income Advisor Certificate (RIAC) holder.
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.