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

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.

7 Steps to A Better Portfolio

7 Steps is a rules-based, systematic investment approach to help keep you focused on the variables you can control, to better manage the variables that you cannot. The 7 Steps encourage a process of critical thinking regarding the design, construction, investment selection, and management of a portfolio. The 7 Steps provide a formulaic framework to evaluate the benefits and drawbacks of investment decisions. The steps are like a road map to guide you through the endless noise and keep you focused on the journey ahead.

Book cover for 7 Steps to a Better Portfolio. Dark text on a bright red background Get the Book

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)

I enjoy reading good investment books written by financial professionals and journalists. And there's often a distinction between the two. This book was written by a professional financial advisor who works in the trenches, at kitchen tables and back yard patios of real people: real clients. His broad knowledge of personal finance and (just as important) human nature shines through in this well researched, wise guide for investors. If your own mind has leaned towards speculation (whose hasn't?) this book serves as magnetic north, bringing us back in alignment with the distinction between "possibility" and "probability." Sure, you might marry Madonna next month. No matter who you are, that's possible. But it's not probable. Smart investing is about enhancing probabilities. This book does a good job bringing investors back to that reality. If we all read pieces of this book every day (and start back at the beginning when finished) it would inoculate us from the noise that derails so many people's investment plans.

Andrew Hallam (Amazon reviewer)

As in the dieting industry, there is no shortage of investment ideas

Everyone wants a great investment experience over their lifetime, but many don't understand what it takes to make this happen. Often, we think investing is primarily about short-term return. Return is what we seek. Return makes us feel good emotionally and financially. Long-term investment strategies and risk management seem secondary. Investment strategy seems like homework and risk management lacks any joy at all.

In every aspect of life, including health and investing, your openness to evidence-based information, in combination with reflection, planning, strategy, and consistent execution, will have an impact on the odds of accomplishing your goals.