Scott Reston, Cfa Email & Phone Number

Scott Reston is a Portfolio Manager and Investment Advisor at Odlum Brown Limited. He provides discretionary investment management and brokerage services to individual clients, and also worked for many years alongside Tony Hepburn, Odlum Brown’s late Chair Emeritus.Investment Philosophy and ApproachScott has been with Odlum Brown for over a decade, and he identifies strongly with the corporate culture of trust, vision and integrity. He is a true believer in Odlum Brown’s robust investment research and client-centric business model, and this pride translates directly to his level of client service. Scott knows that not everyone is the same. Portfolios comprised of RRSPs, TFSAs, non-registered, corporate and trust accounts are constructed from the ground up using equity and fixed income investments, and are tailored to the objectives and risk tolerance of each individual client.An in-house trading desk, client services and research department ensures that client requests are dealt with expediently while Odlum Brown Financial Services Limited, a wholly owned subsidiary of the firm, can provide financial, retirement and estate planning advice.BackgroundAfter graduating in 2007 from the University of Victoria with a Bachelor of Commerce degree specializing in International Business, Scott joined Odlum Brown in the Client Services department and started his career by learning how the firm operates. In 2009, he began working with Portfolio Managers Tony Hepburn and Ian Robertson as an Investment Assistant. Scott was awarded the Chartered Financial Analyst (CFA) designation in 2014.Scott lives in East Vancouver with his wife and daughter. They love to visit their family cabin together in Halfmoon Bay, BC.

Listed skills include Investments, Equities, Portfolio Management, Fixed Income, and 10 others.