Hire the Best Financial Prospectus Writers
in Canada

I am a full time freelancer, write articles, blogs, research reports, and also take up administrative work. I have been in the financial space for over ten years now and have earned my MBA degree from Symbiosis Centre of Distance Learning in 2009. But, my passion for finance led me to pursue Chartered Financial Analyst (CFA) course from US University. I have successfully completed Level III of CFA. I have worked on financial reports, blogs, forex, cryptocurrencies, and hedge funds. Have frequently written on niche like personal finance, technology, breaking news, and entertainment can write on any niche. I am good at reading filings of hedge funds and companies. I am also good at wordpress, trello, jira and other work portals.

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $300K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked top 10 globally on Upwork for Fractional CFO, Valuations, Financial Models, Business Plans, and Pitch Decks. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

I specialize in investment management solutions and financial architecture, focusing on optimizing portfolio performance and implementing risk management strategies. By leveraging advanced technology and data analytics, I assist institutional money managers clients navigate complex investment landscapes and achieve their financial goals. 25 years expertise within Interbank Capital Markets (Singapore, London, Hong Kong, Tokyo) specializing in Foreign Exchange (Forwards,Futures,Options) as well as Equities and Commodities. I have sound experience speaking to public media as well as writing within the financial market and investment management space for a public audience as well as niche specific demographics for asset managers, hedge funds, family offices, financial solution providers as well as financial market education sites and FX/Equity trading platforms. Separately, I have been a competitive multi-sport endurance athlete for the past 25 years. When time permits, I am a freelance writer for online media/news organizations writing original content within all areas of endurance sports.

Experienced and versatile Copywriter, Content Marketer and Business Consultant (blog posts, landing pages, newsletters, LinkedIn content etc.); with particular experience within the fields of Financial Analysis & Valuation, Accounting & Financial Management, Strategic Management, Operations Management and Marketing. Four years experience leading Digital Projects for a global insurance company, managing project scope, drafting all planning documents, managing team capacity and developing a strategic vision. Four years experience as an Equity Analyst within YUSIF, working within many sectors gaining experience with valuation/financial analysis utilizing various tools such as Excel, Bloomberg, CapIQ & more Two years experience writing academic research specific to the Aerospace sector, through Business Intelligence website 'The Aviator Review' and the Schulich School of Business Four years experience with Operations Management, researching CRM and SQM methods as they are applied to various sectors. Deans Honour Roll Recipient Annually Schulich School of Business, iBBA 2017 - Finance & Economics

100% Job Success with Top Rated Plus status With over 10 years of experience in the finance industry, I bring a wealth of knowledge and expertise to my role as a financial copywriter. I have honed my skills in financial planning, investment advising, and portfolio management, as well as branch management, where I worked for a start-up firm for 6 years and helped build it from the ground up. For the last 6+ years, I have been solely focused on financial copywriting, where I have consistently produced high-quality financial commentary on a weekly basis, delivered compelling quarterly market recaps, and created and completed many content needs (please see client reviews below). I am well-versed in various financial instruments such as stocks, bonds, mutual funds, ETFs, and alternative investments. In addition to my strong analytical skills and problem-solving ability, I am also a former volunteer for the CFA Vancouver Social Committee, having served as the Committee Chair. I enjoy using my organizational skills to plan and host networking events, including pub nights, distillery tours, softball games, Monte Carlo nights, and more. When I am not working, I enjoy staying active through various sports such as baseball, softball, rugby, basketball, snow sports, and water sports.

I’m an investment writer and analyst with more than 15 years of experience across portfolio trading, fund operations, fund product management, and capital markets commentary. Before becoming a full-time writer, I built my career inside the investment industry, working across several roles that gave me a deep, practical understanding of how financial products, portfolios, and markets operate. As a Client Portfolio Trader, I executed trades across tens of thousands of discretionary accounts in a single day. As a Portfolio Operations Manager, I helped manage multi-billion-dollar tactical asset allocation calls. And as a Product Manager, I was responsible for a group of flagship multi-asset class funds with more than $4 billion in assets under management, while also leading the launch of an innovative suite of index-tracking ETFs from concept through inception. That institutional background is the foundation of my writing. I don't approach financial content as an outsider. I understand how investment products are built, how portfolios are managed, and how sophisticated financial ideas need to be communicated to different audiences. Since transitioning into financial writing, I have produced more than 10,000 social media posts and authored more than 2,500 published articles, white papers, and thought leadership pieces for financial firms, fund managers, and newspapers, including Forge Global, Changebridge Capital, Ionic Capital, Toroso Investments, EB Wealth, GraniteShares, The Dallas Express, and Infrastructure Capital. I've held the CFA charter since 2017.