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Eric Contreras
Portfolio Manager at Eddy Wealth
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Work Experience
Portfolio Manager
Nov 2021 - Present · 3 years and 1 months
Senior Advisor
May 2018 - Nov 2021 · 3 years and 6 months
Investment Associate
Oct 2011 - May 2018 · 6 years and 7 months
Company Details
2-10 Employees
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
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