Robert Wolfe Email & Phone Number

- Started career in 1978 with Axa Sun Life, one of Europe's largest asset managers. - Promoted to Sales Manager of Reading Office in 1994; subsequently managed North London and Watford offices.- Took on a new challenge in 2001 and joined a small team to launch the specialist pensions company, London & Colonial. - Achieved A.C.I.I. Chartered status, Advanced Financial Planning Certificate, and G60 pensions qualification.Upon immigrating to Canada, I joined the independent investment firm of Odlum Brown Limited. This firm has a reputation in the industry that is second to none, known for its value based, contrarian investment style. I take pride in obtaining a complete understanding of each individual’s investment objectives and financial goals and will develop strategies to help clients achieve their ambitions. I help clients understand their investments through regular communication and comprehensive portfolio reviews. To construct portfolios, I am guided by Odlum Brown’s highly regarded independent research team.Specialties: Helping clients understand their investments.Odlum Brown Financial Services Limited offer services relating to Financial Services, Retirement Planning and Estate Planning.

Listed skills include Investments, Portfolio Management, Financial Services, Asset Management, and 30 others.

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  Bristol

  Acii