Serge Beaudry, Mba, Cfa

Serge Beaudry, Mba, Cfa Email and Phone Number

Portfolio Manager at Odlum Brown Limited @ Odlum Brown Limited
vancouver, british columbia, canada
Serge Beaudry, Mba, Cfa's Location
Kelowna, British Columbia, Canada, Canada
Serge Beaudry, Mba, Cfa's Contact Details

Serge Beaudry, Mba, Cfa work email

Serge Beaudry, Mba, Cfa personal email

n/a
About Serge Beaudry, Mba, Cfa

As a Portfolio Manager, I provide portfolio management services to my clients on a discretionary basis. I specialize in helping busy professionals and business owners meet their investments goals so they may concentrate on their hectic schedules.My investment style is disciplined and value oriented. I consider investments within a total portfolio that, inherently, should provide a level of income, preservation of capital and protection against inflation through growth opportunities. I look for quality investments that are either safe, doing well or have growth potential that are often overlooked by the market. At the end of the day, I believe it is imperative to consider the expected return of a particular investment within a client’s risk tolerance.

Serge Beaudry, Mba, Cfa's Current Company Details
Odlum Brown Limited

Odlum Brown Limited

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Portfolio Manager at Odlum Brown Limited
vancouver, british columbia, canada
Website:
odlumbrown.com
Employees:
245
Serge Beaudry, Mba, Cfa Work Experience Details
  • Odlum Brown Limited
    Portfolio Manager
    Odlum Brown Limited Nov 2008 - Present
    Kelowna, Bc
  • Odlum Brown Limted
    Associate Portfolio Manager
    Odlum Brown Limted Nov 2006 - Nov 2008
    Kelowna, Bc
  • Odlum Brown Limited
    Investment Advisor
    Odlum Brown Limited Jun 2003 - Nov 2006
    Odlum Brown Limited
  • Canadian Forces
    Telecommunications Engineer
    Canadian Forces Aug 1982 - Feb 2003

Serge Beaudry, Mba, Cfa Skills

Portfolio Management Investments Strategy Investment Strategies Equities Investment Advisory Small Business Securities Asset Management Equity Research Fixed Income Project Management Mutual Funds Investment Management Wealth Asset Allocation Telecommunications Financial Modeling Bonds Capital Markets Strategic Financial Planning

Serge Beaudry, Mba, Cfa Education Details

Frequently Asked Questions about Serge Beaudry, Mba, Cfa

What company does Serge Beaudry, Mba, Cfa work for?

Serge Beaudry, Mba, Cfa works for Odlum Brown Limited

What is Serge Beaudry, Mba, Cfa's role at the current company?

Serge Beaudry, Mba, Cfa's current role is Portfolio Manager at Odlum Brown Limited.

What is Serge Beaudry, Mba, Cfa's email address?

Serge Beaudry, Mba, Cfa's email address is sb****@****own.com

What schools did Serge Beaudry, Mba, Cfa attend?

Serge Beaudry, Mba, Cfa attended University Of Alberta, Royal Military College Of Canada/collège Militaire Royal Du Canada.

What are some of Serge Beaudry, Mba, Cfa's interests?

Serge Beaudry, Mba, Cfa has interest in Investing, Obviously, Hockey Referee, Soccer Coach, Fishing.

What skills is Serge Beaudry, Mba, Cfa known for?

Serge Beaudry, Mba, Cfa has skills like Portfolio Management, Investments, Strategy, Investment Strategies, Equities, Investment Advisory, Small Business, Securities, Asset Management, Equity Research, Fixed Income, Project Management.

Who are Serge Beaudry, Mba, Cfa's colleagues?

Serge Beaudry, Mba, Cfa's colleagues are Jasmine Pronyk, Drew Ferrie, Heather Rivers, Ba, Cfp®, Fma, Cpca®, Kean Tran, Mackenzie Dickeson, Bryn Mccoll, Max Hager.

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