Dan Sambolec

Mr. Daniel M.
Sambolec is a Director & Portfolio Manager at Odlum Brown USA Investment Management Ltd. Mr. Sambolec builds and manages comprehensive investment portfolios for high net worth investors.
With over 18 years of industry experience, he works with clients to help them achieve their financial goals and to understand investment products and strategies.
Prior to joining the firm in 2000, he worked in the hospitality industry where he developed his natural communication skills and ability to form solid long-term relationships with his clients.
He takes an independent contrarian approach that focuses on achieving an appropriate balance between fixed income products and equities.
He also works to provide tax-efficient portfolio management strategies with an emphasis on accumulation, wealth preservation, and efficient distribution of income throughout a client’s retirement years.
He holds the Canadian Investment Management and Fellow of the Canadian Securities Institute designations.