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Reviews, get directions and information for 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 since 1923."
Address: 1631 Dickson Avenue #1500, Kelowna, BC V1Y 0B5, Canada
Phone: (250) 861-5700
State: British Columbia
County: Central Okanagan
City: Central City
Zip Code: V1Y 0B5


Opening Hours

Monday: 6:30 AM – 4:00 PM
Tuesday: 6:30 AM – 4:00 PM
Wednesday: 6:30 AM – 4:00 PM
Thursday: 6:30 AM – 4:00 PM
Friday: 6:30 AM – 4:00 PM
Saturday: Closed
Sunday: Closed


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Reviews
I wouldn’t trust any other company with my money. I am clueless when it comes to investing, so having Odlum Brown dealing with my investments is the best decision I have made. Their customer relations are top notch. They are always there for knowledge, help, and advice.
I have been with Odlum Brown for over 30 years. The best move I ever made for my portfolio . Great feed back and follow up. A great team that work well together for my investments. A great full THANKS to my adviser.
Giving you heads up on Andy I spoke to a dear friend that I have known since high school who invested at Odlum Brown. Andy Eisenbock at Odlum said her investment would produced 7 % interest on your account, which I thought was extremely high. I met Andy a short time later and he too stated a return of 7 to 10 %. At that time I was going to invest $1M US, thinking that return was a very high, and decided instead of $1M I would divide it giving $500K US to Odlum and the other $500K US to another company stating who ever does the best in 6 months would get the other $500K US. My account brought in only $13,166 in 6 ½ months while the other company brought in $13.500 in 2 ½ months. I called Andy and he denied telling me of the 7 to 10% return and insisted he quoted me the 2 to 2.5% return. I not only check my notes that I was taking at the time in his office, but also my recording of our conversation on my cell phone. He got a little indigent with me and stated “your firing me”. I closed my account immediately.
I have never "unrecommended" a company before, but I had a very negative experience with Odlum Brown. Very poor communication, several surprises not something you want from an investment company, and a very disappointing response when I raised my concerns with management. Genuinely appalling. If you're looking for investment services or retirement planning, I would look elsewhere.
If attention to detail and expertise honed over 90 years mean anything then look no further. This company is simply the best in Vancouver, you are in the safe hands.
My experience with Odlum Brown has been great.
Beautiful paintings and local artists on display. Inspiring.
Great service
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