Disciplined Value Investing That Works
~ Distinguished Service Award for Community Service ~
The CPABC Distinguished Service Award for Community Service highlights the remarkable commitment and dedication of CPAs to a social cause , or their unstinting support of one or more not-for-profit or charitable organizations . The importance and results of volunteer work deserve to be recognized outside the organization that benefited from the volunteer ’ s contribution .
Gordon Holley , CPA , CA Gordon is the president and CEO of Humanity Financial Management Inc ., a CPA firm in West Vancouver that serves charities and not-for-profit organizations ( NPOs ), and an active volunteer in the community . Over the past several years , he has volunteered thousands of hours to share his knowledge and provide leadership to many NPOs . Gordon is vice-chair of the West Vancouver Community Foundation , which supports charities , community projects , and scholarships in West Vancouver . His contributions include implementing an annual operations planning process and chairing the Fund Development Committee . He is also active in West Vancouver ’ s business community . As one of the founding directors of the Ambleside & Dundarave Business Improvement Association ( ADBIA ), Gordon liaised with the District of West Vancouver and business owners to gain support for the new entity and acted as the ADBIA ’ s spokesperson . As a director and treasurer with Vantage Point , a charitable organization that provides learning opportunities to NPO leaders , Gordon has shared his expertise in numerous ways , including by developing and facilitating financial governance workshops for more than 200 NPO directors and executives . He is also a past president of the Institute of Professional Bookkeepers of Canada , and he helped the Institute start its annual bookkeeping conference , increase its membership , and launch a signature training program on value pricing .
Jeff Morgan , CPA , CA Jeff is the president of Terrapin Mortgage Investment Corp . in Vancouver and board chair of Prostate Cancer Foundation BC , which provides leadership and resources for prostate cancer support , education , and research . He has been active with Prostate Cancer Foundation BC since 2008 and served as its fundraising chair and vice-chair before taking on his current role . Interestingly , Jeff is the first chair to not have had prostate cancer — he made the decision to volunteer his time with the Foundation out of compassion for those with the disease . Passionate about increasing awareness of prostate cancer , Jeff has spoken frequently on the topic . He ’ s also an enthusiastic participant in the Foundation ’ s major annual fundraising event , the Raymond James Father ’ s Day Walk / Run . In addition to running in the event and helping with event logistics , Jeff promotes the event to CPABC chapter members across BC , raising awareness about prostate cancer , encouraging members to donate to the Foundation , and urging them to speak with their doctors about early detection . Among his numerous achievements with the organization , Jeff initiated the Foundation ’ s endowment fund , which ensures that sufficient funds are raised and set aside on a yearly basis to guarantee the continuation of activities . He has also successfully worked to improve and expand the Foundation ’ s fundraising .
BURRARD GROUP ®
Disciplined Value Investing That Works
Ross Turnbull , CPA , CA , CBV , CFA
Vice President , Director , Portfolio Manager
T 604 844 5363 rturnbull @ odlumbrown . com odlumbrown . com / burrardgroup
ODLUMBROWN . COM
Odlum Brown Model Portfolio : A Proven Track Record
11.7 %
Odlum Brown Model Portfolio * S & P / TSX Total Return Index
21.1 % 15.4 %
8.6 %
1-YEAR SINCE DECEMBER 15 , 1994
Visit odlumbrown . com / rturnbull for more information .
* Compound annual returns are from inception December 15 , 1994 to December 31 , 2016 . The Odlum Brown Model Portfolio was established by the Research Department in December 1994 , with a hypothetical investment of $ 250,000 . These are gross figures before fees . Past performance is not indicative of future performance . Trades are made using the closing price on the day a change is announced . Member-Canadian Investor Protection Fund .
CPABC in Focus • Mar / Apr 2017 23