Odlum Brown Limited
Rob Pierri FMA, CIM, FCSI is a seasoned financial professional with extensive experience in investment management and client advisory roles. Currently serving as Director, Portfolio Manager, and Investment Advisor at Odlum Brown Limited since June 2016, Rob focuses on developing strong, long-lasting client relationships to assist individuals, families, trusts, foundations, and businesses in wealth creation and preservation. Prior to this, roles included Investment Advisor and Associate Portfolio Manager at ScotiaMcLeod, where Rob managed the wealth of over 200 affluent families. Early career experience includes serving as Lead Canada Customs Liaison at PBB Logistics. Rob holds degrees from Capilano University and Douglas College, along with designations from CSI Global Education in investment and financial services.
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.