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Kim Anh Nguyen, BA, CIM®, RIAC

Portfolio Manager at Odlum Brown Limited

Kim Anh Nguyen is an experienced Investment Associate and Associate Portfolio Manager at Odlum Brown Limited, with an accomplished history in the investment industry. Kim has honed her skills through her work with STM Wealth Management, where she provided exemplary service and support to clients. She was mentored by Portfolio Manager Shelly Appleton-Benko and recently acquired her Associate Portfolio Manager designation. She is highly skilled in gathering data through close client interaction, creating bespoke investment strategies to meet client requirements, and assisting clients in achieving their long-term financial goals.

Kim holds a Bachelor of Arts degree in Economics from the well-respected University of British Columbia and a diploma in Finance from the British Columbia Institute of Technology. She has achieved the prestigious Chartered Investment Manager (CIM®) designation and has completed courses in Portfolio Management Techniques and Advanced Investment Strategies. Kim is continually upgrading her skills and is pursuing the Responsible Investment Advisor Certification (RIAC) currently. Her interests outside of work include outdoor activities such as hiking, running, and yoga.

Highlights

Jun 21 · linkedin

Yesterday we teed off with tunes! ⛳️🎵 We were back this year at the Tri-Cities Chamber of Commerce 2024 “Rock-On” Golf Classic. Golfers enjoyed a beautiful day on the greens and it was a fantastic opportunity to network while supporting local business professionals!

#community #golf #sponsorship

May 31 · linkedin

📈 This past Monday, while in Toronto, we hosted an insightful presentation titled "Century of Success: Mastering the Financial Long Game," celebrating Odlum Brown Limited's 100-plus years of excellence in helping clients build and sustain their wealth.

We extend our gratitude to our esteemed guests for attending and engaging with us. It was wonderful to connect and share insights on long-term financial strategies.

A special thanks to our Equity Analyst Benjamin Sinclair, CFA for his invaluable contributions highlighting the hypothetical all-equity Odlum Brown Model Portfolio. His expertise and insight significantly enriched the discussion.

A heartfelt thank-you to Brian Shew and RDS Brokerage for providing their stunning sales centre as the venue for our event. Your support made the event a memorable experience.

If you are interested in joining us for a future event in Vancouver or Toronto, feel free to reach out at [email protected].

We look forward to continuing our legacy of financial success and client dedication for many more decades to come.

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Kim Anh Nguyen, BA, CIM®, RIAC
Kim Anh Nguyen, BA, CIM®, RIAC, photo 1
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Location

Port Moody, British Columbia, Canada