All Canadians want to be financially successful. However numerous studies over the last 20 years have indicated that because of pyschological and cognitive biases we all have, we often are shooting ourselves in the foot. Mistakes because of bad beaviour can significantly erode our wealth.

How much you ask? Consider these statistics:

Dalbar, has surveyed individual households for more than 20 years and created their Quantitative Analysis of Investor Behavior (QAIB). This report examines the returns that investors actually realize and the behaviors that produce them.

• Fact: Since 1991 to the end of 2010 the S&P 500 index had increased by 9.14% annually.
• Fact: The average investor only made 3.83% ignoring taxes and inflation in the same time period.

The million dollar question: Why has the average investor underperformed the index?

What if we could understand the biases, their effect and how to overcome them? Wouldn't we be wealthier? Indeed you would.

I am a new breed of investment advisor. I incorporate classic finance training along with behavioural based training to help clients have more financial success.

My task is to educate my customers and help coach them into good behaviours and to avoid the bad ones.

Psychology and investing go hand in hand and I will show you how. Learn how to grow bigger portfolios with better behaviour.

Contact me today to book your no obligation meeting. Ph: 416-254-8270 or via email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it