Odlum Brown Limited
Phillip Ashworth, CFA, has extensive experience in investment management, currently serving as a Portfolio Manager and Associate Portfolio Manager at Odlum Brown Limited since January 2013, following roles as an Investment Advisor since February 2007. Phillip began their career with Odlum Brown Limited as an Equity Trader from July 2006 to July 2011, specializing in North American equities and options. Phillip holds a Bachelor of Science in Economics from the University of Victoria, earned between 2002 and 2006, and has completed an Excel course to enhance analytical skills.
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.