Anita Celio
Portefeuillebeheerder-Aandelen bij Odlum Brown USA Investment Management Ltd.
Profiel
Ms. Anita Celio is an Investment Advisor at Odlum Brown USA Investment Management Ltd.
Ms. Celio takes a holistic approach to creating investment portfolios that are uniquely tailored to each client’s individual needs and goals.
She works primarily with high net worth investors with a minimum of approximately $500,000 in investable assets, in addition to trusts, estates, and corporations.
She follows Odlum Brown’s contrarian approach and disciplined investment philosophy.
Through market upturns and downturns, the focus is on the importance of long-term investing.
Utilizing the firm’s highly-regarded research, Anita seeks high quality investments that are attractively priced and have solid balance sheets.
This approach focuses on long-term growth while respecting each client’s risk tolerance.
Prior to joining Odlum Brown in 1997, she worked for an established strata management company where she developed superior client service skills.
She received her degree in Business and Marketing from Dougas College.
She holds the Financial Management Advisor and Fellow of the Canadian Securities Institute designations.
Actieve functies van Anita Celio
Bedrijven | Functie | Begin |
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Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Odlum Brown USA Investment Management Ltd. (OB USA) is an independent, full-service investment firm headquartered in Vancouver, Canada. The firm was founded in 2005 and is wholly owned by Odlum Brown Ltd. OB USA provides disciplined investment advice and objective value-based research to individuals, estates, trusts, corporations and similar entities. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Anita Celio
Dougas College | Undergraduate Degree |
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Bedrijven in privébezit | 1 |
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Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Odlum Brown USA Investment Management Ltd. (OB USA) is an independent, full-service investment firm headquartered in Vancouver, Canada. The firm was founded in 2005 and is wholly owned by Odlum Brown Ltd. OB USA provides disciplined investment advice and objective value-based research to individuals, estates, trusts, corporations and similar entities. | Finance |