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Financial Planning

$25/hr Starting at $25

I am a Finance Major with a Minor in Economics at Bishop's University in Canada and currently hold the position of head research assistant for our investment portfolio which handles around $510,000 CAD. I have experience creating portfolio's for clients based upon their risk tolerance, short-term and long-term needs, and ability to invest. Together we could build a passive (auto-pilot portfolio) or actively managed (aggressive, short-term gain seeking) portfolio that would be able to match your needs and desires. Please do not hesitate to contact me with any questions.

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$25/hr Ongoing

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I am a Finance Major with a Minor in Economics at Bishop's University in Canada and currently hold the position of head research assistant for our investment portfolio which handles around $510,000 CAD. I have experience creating portfolio's for clients based upon their risk tolerance, short-term and long-term needs, and ability to invest. Together we could build a passive (auto-pilot portfolio) or actively managed (aggressive, short-term gain seeking) portfolio that would be able to match your needs and desires. Please do not hesitate to contact me with any questions.

Skills & Expertise

AccountingData EntryEconomicsEditingFinanceFinancial PlanningFinancial StatementsMicrosoft Office 2013ResearchWriting

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