More than 100 people packed into Shelter Point Distillery last month to celebrate a special dual anniversary for one of the Comox Valley鈥檚 most trusted investment firms.
September marked 15 years in the Valley and Campbell River for Odlum Brown, an independent, full鈥恠ervice investment firm represented in Courtenay by branch manager and associate portfolio manager Janine Martin. At the same time, Odlum Brown itself was celebrating its 90th anniversary in B.C.
鈥淭his has been a really special year for us,鈥� Martin said. 鈥淲e have a lot of clients here in the Valley who have been with us from the beginning, many of whom have recommended us to their friends and family. Our success is based entirely on theirs, and we just wanted to show our appreciation of that special relationship.鈥�
Anniversaries notwithstanding, it鈥檚 been a busy year at Courtenay鈥檚 Odlum Brown office. Martin added a new advisor to her team, longtime local businessman Kevin Pantuso, and the entire Odlum Brown family introduced a new modern look to usher in the next 90 years.
鈥淥ur new tagline is Investing for Generations,鈥� Martin said. 鈥淭hat鈥檚 really what it鈥檚 all about, isn鈥檛 it? It鈥檚 being disciplined and making smart investment decisions for long鈥恡erm growth.鈥�
Over the course of 90 years, Odlum Brown鈥檚 straightforward stance on investing has effectively guided clients to wealth creation and capital preservation. Its hypothetical OB Model Portfolio has outperformed the S&P/TSX Index since its inception in 1994, and so far 2013 has seen a continuation of that trend.
Nationally, Odlum Brown is distinguished as one of Canada鈥檚 50 Best Managed Companies, and the firm is recognized as an employer of choice in B.C.
鈥淲e鈥檙e continually looking toward the future, so it鈥檚 nice to take a step back and celebrate the past with our friends, clients and neighbours,鈥� Pantuso said. 鈥淭he client appreciation event was a real success 鈥� the sun was shining and everyone was having a good time knowing that their money was well taken care of.鈥�
To learn more about Odlum Brown and request a complimentary subscription to the Odlum Brown Report, call 250鈥�703鈥�0637.
