What sets me apart is that I hold the full Certified Market Technician (CMT) designation, demonstrating my mastery of a core body of knowledge on investment risk in portfolio management settings.

As a CMT, I am proficient in technical analysis to:

  • Look at the markets from a quantitative standpoint,
  • Take a unique view of investments by incorporating macro-economic analysis with a quantitative view.
  • Analyze price action to determine when to buy and sell,
  • Track long-term market trends to identify what is going up or down, and
  • Examine the law of supply and demand, and market psychology and behaviour.

My technical analysis skills as a CMT:

  • Are objective and rules-based, and work well with fundamental analysis.
  • Focus on risk management, capturing upside while mitigating downside, determining the range of possible outcomes you can live with,
  • Focus on managing volatility
  • Are based upon bedrock principles for technicians that have been followed for well over 100 years.

I offer real value and reliable insights because I am experienced in advising institutions, advisors, clients and traders; have spent many years in capital markets as a market strategist; have owned and operated my own business; and have worked in multiple roles within the investment industry.

My investment beliefs:

 

  1. Asset allocation is the key driver of returns over time.
  2. Risk management is as important as seeking returns.
  3. Active management (buying and selling actual securities) is preferable to passive management (buying and holding long-term and/or used indexed funds).
  4. Investment theory should be based on globally diversified, tactical asset allocation to:
    1. Preserve capital,
    2. Achieve consistent returns, and
    3. Maximize tax efficiency.
  5. Life, politics, and global economies move in cycles and history repeats itself. Analyzing history helps us forecast the future.
  6. A discipled investment approach driven by quantitative data is preferable to decisions driven by emotions such as fear or greed.
  7. Globally diversified, balanced portfolios are the best way to build wealth long-term.
  8. Early investing harnesses the power of compound growth.
  9. It is best to follow a top-down, technical approach focused on macro-economics, politics, and interest rates rather than a fundamental approach focused on individual securities.
  10. An advisor must constantly assess risk in the economy and adjust risk and return profiles based on economic conditions.
  11. Long-term trends and the study of sentiment/behavioural economics and cycle analysis can help you enhance investment returns.
  12. Clients usually need guidance to set appropriate investment goals that are clear, measurable and attainable.

I coach my clients to behave rationally to avoid the pitfalls of investing on emotion:

Here are the five lenses of portfolio construction:

Lens 1

Lens 2

Lens 3

 Lens 4 Lens 5
Asset Class Equity Fixed Income Alternatives Styles
  • Equities
  • Fixed Income
  • Canada
  • USA
  • International
  • Emerging markets
  • Sectors
  • Duration
  • Credit
  • Yield Curve
  • Region
  • Alternatives
  • Hedge funds
  • Currency overlay
  • Private debt
  • Private equity
  • Real estate
  • Value
  • Growth
  • Momentum
  • Quality
  • Yield
  • Size
  • Volatility
  • Carry (interest carried)
Key influences
  • Economic outlook
  • Policy
  • Business cycle
  • Investment sentiment
  • Economy
  • Policy
  • Valuation
  • Behavioural economics
  • Economy
  • Policy
  • Rates adn inflation
  • Credit
  • GDP growth
  • Policy
  • Commodity cycle
  • Receive value
  • Relative strength
  • Income
  • Volatility