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Paul Donaldson is an investment advisor representative with Odlum Brown USA Investment Management Limited, based in Vancouver, BC. Paul Donaldson has been registered with the Securities and Exchange Commission since May 16, 2007. Paul Donaldson has passed the Uniform Investment Adviser Law Examination. Paul Donaldson has experience in the securities industry since May 2004. Paul Donaldson is registered with the state of California, Oregon and Washington to provide investment advisory services.
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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01/05/2010 - Present
Odlum Brown USA Investment Management Limited (VANCOUVER, BRITISH COLUMBIA )
IA
Issued 05/15/2007
Series 65 - Uniform Investment Adviser Law Examination
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Inactive
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