: About Me

I am fully certified financial advisor with a background in journalism and economic and financial research.

Education:

-Completed the Canadian Securities Course, Canadian Insurance Course and Conduct and Practics Handbook Course from the Canadian Securities Institute. The CSC and CPH are mandatory courses for anyone looking to become a full service financial advisor.

-Completed my MBA with a focus in economic development from Cape Breton University.

-Completed my Bachelor of Arts with a double major in philosophy and communication.

Awards and Publications:

-Social Sciences and Humanities Research Council research grant (2007-08).

-"Financing the Social Economy" - A paper co-authored with Mr. George Karaphillis and published during the ANSWER conference in 2009.

-"Community Development Finance" - A paper authored while working as a researcher with the Community Economic Development Institute at Cape Breton University. It was published through the Canadian Community Economic Development Network (CCEDNet).

My passion is ...

Economics and philosophy

I know too much about ...

Philosophy

My parents always told me ...

"You're still too young to drink scotch and smoke cigars!"

My childhood ambition ...

Business man of some sort or another

My favorite memory ...

Freezing my butt off with my father in hockey rinks helping him run his school hockey tournaments.

Why I write ...

I love to question ideas and share knowledge that stands the test of time.

What I am reading/watching/listening to ...

George Soros, "Alchemy of Finance"

My first job ...

Manufacturing plant making preforms that would be heated into plastic bottles

My best moment ...

Receiving three awards at my university graduation

My inspiration ...

Hard working people with just enough that truly know how to enjoy life.

Personal Finance > Mutual Funds Understanding ETFs

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Investing in exchange - traded funds (ETFs) Investing in ETFs, depending on an investor's unique situation and long-term goals, may be a suitable approach to building a well diversified portfolio. Two of the most suitable ETFs are broad market stock ETFs and broad mark bond ETFs. Broad stock market ETFs are designed to match the performance of indexes such as the S&P 500. However, you must be careful because some ETFs that are referred to as "broad market" may not be that well diversified. Some indexes, such as the S&P TSX Composite, are heavily weighted in only two or three sector...

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