I believe 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.

Thank you for visiting my website.

My name is Edward Goodfellow. I have over 20 years of experience working with individual and institutional investment clients.

I built and taught a graduate course in portfolio management at Royal Roads University based the “Your MBA Portfolio”. Please see the tab with that attached heading.

My 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. I have the education, experience and the practical academic approach to help you improve the odds of a successful investment experience.

I build all diversifed client portfolios with low-cost institutional asset class funds managed by Dimensional Fund Advisors (DFA) www.dimensional.com