My Financial Life - S2E3 - Designing Your Investment Portfolio for Success
Featuring UBC Alumnus Ian Robertson, Odlum Brown Limited
What is an investment portfolio? What assets make up an investment portfolio and how diversified should it be to be successful? What important factors should you consider when creating your own investment portfolio? On this episode of My Financial Life, host Mark Ting, partner with Foundation Wealth speaks to UBC alumnus Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited.
This episode of My Financial Life is sponsored by Odlum Brown Limited. 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.
My Financial Life is a podcast mini-series about personal finance, produced by alumni UBC.