Designing Your Investment Portfolio for Success

S2: Episode 3

Hosts: Kirk Lapointe (Season 1) & Mark Ting (Season 2)
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My Financial Life

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.

 

Sponsored by:

Odlum Brown Limited

Other Episodes in this Series

Season 2 / Episode 2

New to the investing game? Trying to make sense of the different investing strategies and asset allocation for a diversified portfolio? Need help with creating a financial plan for your future? Working with a financial advisor has many benefits on the road to reaching your financial goals.

Season 1 / Episode 4

While most of us use it almost every day, credit remains a mystery for many people. On this episode of My Financial Life, host Kirk Lapointe speaks to Terry Tan, branch manager for BMO, about personal credit.

Season 1 / Episode 3

It’s easy to overspend when you’re planning (or enjoying) a trip. But there are tricks and travel hacks that can help you save money. On this episode of My Financial Life, host Kirk Lapointe speaks to Amanda Butler, expedition leader for alumni UBC’s travel partner, Worldwide Quest.

Season 1 / Episode 2

What is ethical investing or responsible investing? Are ethical investments good investments for your portfolio? On this episode of My Financial Life, host Kirk Lapointe speaks to UBC alumnus, Ian Robertson, vice-president, director, and portfolio manager at Odlum Brown Limited.

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