PI Financial - experience. driven. 7 Steps to A Better Portfolio

7 Steps

Will help a lot of investors make better investment decisions.

I wrote 7 Steps to a Better Portfolio for you, the average long-term investor, to help identify, evaluate, and deal with critical investment issues. Whether you invest independently or alongside your advisor, 7 Steps is an investment framework to help facilitate better decision-making along your investment journey, reduce investment stress, and improve your odds of long-term investment success.

Request a free written portfolio review.

Make sure you are doing your best to improve your odds of long-term investment success.

Contact Edward

The investing world is chaotic and noisy. Is your portfolio properly allocated and diversified? Do you have the right investments, are they suitable for your objectives and risk tolerance? How much are you paying, is it worth the cost? Edward has three decades of investing experience, two decades of teaching finance, holds the CFA (Chartered Financial Analyst) designation and is well versed in tax and financial planning with his CPA and CFP designations.

We are all looking for an answer. Lose weight, be happier, get a promotion at work, become a better parent, get the most out of life. We are all seeking a solution or direction, on how to make something better.

Investing is no different.

To some, investing solutions may be about timing markets, picking stocks, or finding the next Apple or Warren Buffett. In his role as an Investment Advisor at PI Financial Corp. and in his book 7 Steps to A Better Portfolio, Edward Goodfellow takes a different approach and focuses on creating a portfolio process and structure to improve the odds of long-term investment success.

Investing is a series of decisions around risk, return, time, and odds.
7 Steps

is the framework that guides the decision-making process. Get the steps working for you today!

Black and white photo of Edward Goodfellow in a dark coloured suit
Edward Goodfellow CFA, CPA, CA, CFP

Praise for 7 Steps to A Better Portfolio

7 Steps to A Better Portfolio by Edward Goodfellow is a must-read for anyone looking to take control of their financial future. As a seasoned financial expert and trusted advisor, Edward brings a wealth of knowledge and experience to the table, presenting readers with a clear, concise, and actionable plan for creating a better portfolio.

Marli R (Amazon reviewer)

Goodfellow's book explores important investment variables that you can control to better navigate the unpredictable aspects of investing.
"7 Steps" is not only a guide to improving your investment strategy but also a framework for developing emotional resilience, forward thinking, and confidence in the uncertain world of investing.
If you're seeking to take control of your financial future and make more informed investment decisions, this book is a must-read. It's a practical guide that will empower you to be a more accountable and confident investor.

Grace Jackson

Join Edward for popcorn and a movie.

Tune Out the Noise is a documentary film about a group of unlikely upstarts who crossed paths at the University of Chicago in the middle of the 20th century, just as computers were first being used to analyze data. That serendipitous, monumental shift enabled them to develop, and then apply, research that turned Wall Street upside down, from its ineffectual investing methods to how those were sold to the public.

Presented by: Edward Goodfellow CFA
Date: Saturday January 27th @ 11am Silver City Cinemas (Tillicum Mall) Popcorn and Beverage served!
RSVP: Paolina McDonough pmcdonough@pifinancial.com 250-405-2948

For a preview, visit https://tuneoutthenoisefilm.com