Kyle Patrick Williams
Gestionnaire de Portefeuille-Actions chez Odlum Brown USA Investment Management Ltd.
Profil
Mr. Kyle P.
Williams is an Associate Portfolio Manager at Odlum Brown USA Investment Management Ltd.
He is a proponent of Odlum Brown’s value investing philosophy.
Seeking high-quality securities at reasonable prices sets the stage for a consistent investing experience.
He works with his clients to focus on a long-term plan and presents them with a disciplined approach to organizing their day-to-day finances.
Prior to joining Odlum Brown, Mr. Williams spent nine years working for a major global financial institution.
During that time, he developed a strong understanding of investing, budgeting and debt management.
He received his Bachelor of Commerce degree (Distinction) from the University of Alberta.
He has also earned the Personal Financial Planner (PFP) designation through the Institute of Canadian Bankers (ICB), now known as the Canadian Securities Institute (CSI).
Postes actifs de Kyle Patrick Williams
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Kyle Patrick Williams
| Sociétés | Poste | Fin |
|---|---|---|
| HSBC BANK CANADA | Corporate Officer/Principal | 30/04/2012 |
Formation de Kyle Patrick Williams
| University of Alberta | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
HSBC Bank Canada
 HSBC Bank Canada Regional BanksFinance HSBC Bank Canada engages in the provision of banking and financial services. It operates as an international bank in Canada, which offers products and services to targeted segments of the financial services market, through four major customer groups: retail banking and wealth management, commercial banking, global banking and markets, and consumer finance. The firm's services include deposit, treasury, cash management, electronic banking, asset management, term and operating credits, import and export finance, equipment leasing and investment capital financing. Its products include consumer financial services including consumer loans, private-label credit cards, mortgages, auto finance, and credit insurance. The company was founded on July 1, 1981 and is headquartered in Vancouver, Canada. | Finance |
