Portfolio Manager
CurrentOdlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients.
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Tannis Calder, Cim®, Fcsi, Ciwm is listed as Portfolio Manager at Odlum Brown Limited at Odlum Brown Limited, a company with 245 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Tannis Calder, Cim®, Fcsi, Ciwm.
Tannis Calder, Cim®, Fcsi, Ciwm previously worked as Portfolio Manager at Odlum Brown Limited and Investment Advisor at Odlum Brown Limited. Tannis Calder, Cim®, Fcsi, Ciwm studied at Canadian Board Diversity Council.
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Tannis is an experienced Portfolio Manager with over 20 years of investment experience. She believes in creating strong relationships by learning about her clients – their personal story, history and current situation. Tannis focuses on creating trust and confidence with her clients to best understand their priorities, and create a plan to reach those objectives. Tannis holds the Fellow of Canadian Securities Institute (FCSI®), the highest honour and most senior credential in Canadian financial services. In 2008, together with colleagues Shelly Appleton-Benko and Mary MacDonald, the STM Wealth Management team was formed on the foundation that clients would be well-served by the knowledge and perspectives that three experienced advisors could offer. Now operating as an nine-member team, STM is dedicated to providing exceptional and personalized service to their clients, offering discretionary portfolio management and personal investment advisory services. Please don’t hesitate to reach out at tpratt@odlumbrown.com if you’d like to learn more!
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Vancouver, Canada Area
Odlum Brown Limited is an independent, full-service investment firm providing disciplined investment advice and objective value-based research with a singular focus on clients.
Other employees you can reach at odlumbrown.com. View company contacts for 245 employees →
Patricia Harris
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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MF
Matthew Frost
Colleague at Odlum Brown Limited
Greater Vancouver Metropolitan Area, Canada
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Peter Smyth
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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AC
Amanda Cochran
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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Ritam Ghosal, Mba, Cfa Level Iii Candidate, Csc
Colleague at Odlum Brown Limited
Greater Vancouver Metropolitan Area, Canada
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JR
Jimmy Rogers, Jd, Mba, Cim®
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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Dulanji Nipunika
Colleague at Odlum Brown Limited
Surrey, British Columbia, Canada, Canada
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CM
Carlee Moore, Cim®
Colleague at Odlum Brown Limited
Langley, British Columbia, Canada, Canada
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JM
Jeff Macneil
Colleague at Odlum Brown Limited
Vancouver, British Columbia, Canada, Canada
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CL
Cyrus Lee
Colleague at Odlum Brown Limited
Victoria, British Columbia, Canada, Canada
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Quick answers generated from the profile data available on this page.
Tannis Calder, Cim®, Fcsi, Ciwm works for Odlum Brown Limited.
Tannis Calder, Cim®, Fcsi, Ciwm is listed as Portfolio Manager at Odlum Brown Limited at Odlum Brown Limited.
Tannis Calder, Cim®, Fcsi, Ciwm is based in Vancouver, British Columbia, Canada while working with Odlum Brown Limited.
Tannis Calder, Cim®, Fcsi, Ciwm has worked for Odlum Brown Limited, Qtrade, Td, and Delta Air Lines.
Tannis Calder, Cim®, Fcsi, Ciwm's colleagues at Odlum Brown Limited include Patricia Harris, Matthew Frost, Peter Smyth, Amanda Cochran, and Ritam Ghosal, Mba, Cfa Level Iii Candidate, Csc.
You can use AeroLeads to view verified contact signals for Tannis Calder, Cim®, Fcsi, Ciwm at Odlum Brown Limited, including work email, phone, and LinkedIn data when available.
Tannis Calder, Cim®, Fcsi, Ciwm studied at Canadian Board Diversity Council.
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