Kyle Patrick Williams
Portfolio Manager-Equities at Odlum Brown USA Investment Management Ltd.
Profile
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).
Kyle Patrick Williams active positions
| Companies | Position | Start |
|---|---|---|
Odlum Brown USA Investment Management Ltd.
 Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Founded in 2005, Odlum Brown USA Investment Management Ltd. is an independent, full-service brokerage firm headquartered in Vancouver, British Columbia. The firm is a subsidiary of Odlum Brown Ltd. They manage investments in equities, fixed-income securities, mutual funds and GICs. | Portfolio Manager-Equities | - |
Former positions of Kyle Patrick Williams
| Companies | Position | End |
|---|---|---|
| HSBC BANK CANADA | Corporate Officer/Principal | 2012-04-29 |
Training of Kyle Patrick Williams
| University of Alberta | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
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 |
Odlum Brown USA Investment Management Ltd.
Odlum Brown USA Investment Management Ltd. Investment ManagersFinance Founded in 2005, Odlum Brown USA Investment Management Ltd. is an independent, full-service brokerage firm headquartered in Vancouver, British Columbia. The firm is a subsidiary of Odlum Brown Ltd. They manage investments in equities, fixed-income securities, mutual funds and GICs. | Finance |
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