research, financial planning, canada
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Hi there, I am a canadian financial planner.
I have gotten very busy. I enjoy meeting with clients but do not enjoy the investment selection process.
I am fully licensed under IIROC which means i can recommend stocks, bonds, hedge funds, ETF's etc
I typically only use mutal funds, one hedge fund called VERTEX , based out of vancouver BC and a few ETF's . i do not want to be a day trader
i need help coming up with recommendations using sound analytics, fundamentals, technicals, i like managers that get compensated on an absolute basis,not on a relative basis.
I like managers that are risk adverse and do decent in all markets..
i realize that this may not be the right forum to find someone but i thought i would try it out.
you would have to be familiar with investments and know how to research the domain specific to the canadian market.
I used to have an associate but she got caught up in the flavor of the day.
I like to be a contrarian.