Advisors

Edward Goodfellow

Associate Portfolio Manager

Edward believes that, over time, a structured investment approach based on financial science and the efficacy of capital markets will add value with a higher reliability and confidence level than one based on instinct and prophecy.

Edward has over 20 years of experience working with individual and institutional investment clients. He has built and taught a graduate course in portfolio management at Royal Roads University based the “Your MBA Portfolio.” His role as an Investment Advisor and as a teacher at University is to help investors / students understand portfolio and individual returns relative to risks.

Education:
Chartered Accountant CA
Chartered Financial Analyst CFA
Certified Financial Planner CFP
Canadian Investment Manager CIM
Fellow of the Canadian Securities Institute FCSI
University of Lethbridge AB – Finance and Accounting Major

Teaching:
Associate Faculty Royal Roads University – Finance Instructor for the graduate and undergraduate programs teaching Finance and Portfolio Management
Camosun College – Finance Instructor
Certified Management Accountants of BC – Finance Instructor
University of Liverpool – Finance Instructor
University of Canada West – Finance Instructor

Investing your long-term savings is all about payoffs relative to probabilities. Edward has the education, experience and the practical academic approach to help you improve the odds of a successful investment experience.

Edward builds all diversified client portfolios with low-cost institutional asset class funds managed by Dimensional Fund Advisors (DFA) www.dimensional.com.

Associate

Paolina McDonough

PI Financial Corp. is now Ventum Financial Corp.

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