Eddy Wealth

Financial Services · 2 Employees
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About
Data-Driven Wealth Management. We are financial advisors who take a systematic, quantitative approach to growing your wealth. Our Services Financial Planning - A personalized plan that charts your course from now to the future. Quant Investing - Investment products and portfolio allocation strategies chosen through scientific principles. Behavioural Coaching - Education and guidance to navigate pitfalls dug by human emotions. Our approach We believe in the scientific process. We take emotions out of our investment decisions. We don't chase the latest hot stocks. We pursue global diversification. We believe diversification is the only free lunch, and we take as many as we can get. We are mindful of expenses. As fee-only fiduciary advisors, we are partial towards less expensive financial products. Eddy Wealth is a division of Polaris Financial Inc.
Year Founded
2021
Social Media
Linkedin
Industry
Financial Services
HQ Location
840 7th Avenue SW 12th floor Calgary, Alberta T2P 3G2, CA
Keywords
Quant InvestingWealth ManagementBehavioural CoachingEvidence Based Investingand Scientific Process
Location
  • 840 7th Avenue SW 12th floor Calgary, Alberta T2P 3G2, CA

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