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Kelly Davidson, CFP®, FCSI®, CIM®, CIWM, has been an Associate Portfolio Manager and previously served as an Investment Associate at Odlum Brown Limited since June 2016, where responsibilities include developing processes to enhance service quality and managing a diverse client network. Prior roles at Odlum Brown involved supporting advisors, administering client services, and conducting market analysis. Kelly founded Breaking Boundaries Okanagan to unite young leaders and served as Vice-President External Affairs for the UBC Students Union. Educational credentials include a Registered Securities Dealer certification from the Canadian Securities Institute and a Bachelor of Management in Project Management from the University of British Columbia.