About Me

I am a 31 year old that has been involved in finance and investments ever since attending a Bachelors of Commerce program at a Canadian university. I'm an now a CFA charterholder and MBA graduate as well. My education and experience have made clear that most North Americans are 'ripped off' by their investment managers, who add little value at a significant cost, so I'd like to help Canadians and Americans alike better invest for their retirements.

Portfolio Allocator