Odlum Brown Limited
Serge Beaudry, MBA, CFA, is an experienced finance professional currently serving as a Portfolio Manager at Odlum Brown Limited, a position held since November 2008. Prior to this role, Serge Beaudry held the titles of Associate Portfolio Manager and Investment Advisor within the same firm, starting in November 2006 and June 2003, respectively. Earlier career experience includes serving as a Telecommunications Engineer for the Canadian Forces from August 1982 to February 2003. Serge Beaudry holds an MBA in Finance from the University of Alberta, which was completed between 1998 and 2002, and a Bachelor of Science in General Sciences from the Royal Military College of Canada, earned from 1982 to 1987.
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.