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Ian Malcolm Robertson is a financial advisor with over 20 years of experience in the industry. Ian is currently registered with Odlum Brown USA Investment Management Limited and provides financial advice to individuals, corporations, and high-net-worth clients. He is also a Chartered Financial Analyst (CFA), holding a designation that advocates for investors’ best interests. The firm provides a range of advisory services, including portfolio management for individuals and businesses. Ian’s primary focus is on providing individualized investment advice that aligns with his client’s financial goals and objectives.
1100-250 HOWE STREET
VANCOUVER, BRITISH COLUMBIA, V6C 3S9
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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02/03/2006 - Present
Odlum Brown USA Investment Management Limited (VANCOUVER, BRITISH COLUMBIA )
Active
Inactive
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