In some ways, my career has been a long path to helping investors better understand the world of investing through education and the creation of transparent disclosures; so that they can avoid the industry’s ethically-challenged.
My first industry job was as a financial advisor selling mutual funds in the mid-1990s. Even back then, I took the unusual steps of explaining fees and commissions in plain language while putting my advice in writing.
A few years later, at my first research analyst job, I was part of an innovative team that launched Canada’s first suite of online portfolio analysis tools. That included a historical risk/return illustrator and a statement showing fees in both percentage and dollar terms. I was involved in many cutting edge projects – e.g. quantifying investor behaviour – while writing regular articles and speaking to the media.
I made a couple of stops subsequently before officially landing at HighView in 2010 – including running my own firm for nearly 7 years. I’ve been writing regularly since 2000. I engage regulators on important issues through the submission of formal comments. I continue to be a source for a variety of media outlets. And I speak at (mostly industry) conferences. This website aggregates all of these.