Hire the Best Investment Preparation Freelancers
in Canada

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.

Are you looking for a professional with over seven years of experience in capital markets and expertise in data management and analysis? 📢 I bring in-depth knowledge of fixed-income, equities, and FX, combined with advanced data handling and analytical skills. My experience includes designing and implementing effective strategies that drive results and uncover valuable opportunities across various environments. 📢 By leveraging my ability to analyze complex data and assess risks, I can deliver actionable insights that support strategic decision-making and unlock growth potential in financial and non-financial contexts alike. I can help you on: ✅Create or fixed error formula (vlookup, hlookup, power pivot, complex conditional IF, etc) ✅Data analysis/insight ✅Data cleansing (duplicates, error) ✅Merge multiple Excel/sheets into one ✅Comparing/Matching data and finding the gap ✅Summary for report ✅Re-formatting (Separation, categorization ✅Manage or organize data ✅Provide meaningful insights through exploring data, identify patterns, trends, and anomalies. ✅Apply statistical techniques to analyze data and extract the insights. ✅Compelling data visualizations to communicate insights and present it in a clear and understandable manner. ✅Provide recommendations based on analysis. Let’s connect to explore how my expertise can drive meaningful outcomes for your organization across diverse challenges and objectives.

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.

I work as an investment analyst, helping clients find profitable opportunities in the global stock, bond, commodity, and currency markets. Expanding one's horizon across asset classes increases risk-adjusted returns by allowing for more selectivity and diversification. I've also completed the Chartered Financial Analyst (CFA) Program and have extensive macroeconomic experience. Furthermore, if your intelligent ideas struggle to connect with a literary canvas, you’ve come to the right place. I’ve written press releases, blogs, guides, PPT presentations, website and webinar texts, e-books, social media posts, marketing emails, research reports, and more. In addition, client satisfaction and economic results are at the heart of every story, and I’m eager to craft yours today.

Hedge fund professional that can provide lessons, insights and experience into equity trading. Specialize in both long and shorts.

I am passionate about creating value for clients by managing corporate strategy, finance and accounting processes, while identifying cost optimization opportunities. The full time MBA program at the University of Michigan, my investment banking experience at J.P. Morgan Chase & Co. and tax advisory experience at KPMG has enabled me gain corporate strategy, analytical finance and accounting skills that are relevant to assisting with complex strategy, accounting and finance needs I am proficient in building financial statements, developing financial models and financial forecasts / projections, conducting valuation analysis, designing pitch decks, conducting investment / equity and/or general financial research I look forward to working with you!