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 James Goodfellow offers a refreshing perspective on investing. The author's approach to creating a successful investment portfolio is not about chasing hot stocks or market timing; instead, it's a thoughtful and comprehensive strategy.

The book's seven steps provide a clear roadmap for investors to follow. The book emphasizes on factors which are within our control, such as diversification, risk management, and cost-conscious investing. The author does an excellent job of explaining these concepts in a way that's accessible to both novice and experienced investors.

Moreover, the book goes beyond just financial advice; it delves into emotional resilience and the psychological aspects of investing. It encourages readers to think long-term and instills confidence in navigating the unpredictable world of investments.

7 Steps to a Better Portfolio is a valuable resource for anyone looking to improve their investment strategy. The author's approach is both insightful and practical, making it a must-read for those seeking long-term investment success.

Anjali Sharma

In this comprehensive guide, Edward covers all the key aspects of portfolio management, from setting investment goals and developing a strategy, to selecting the right assets and monitoring performance. He breaks down complex financial concepts into easily digestible information, making it accessible to readers at all levels of investment experience.


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