Yatin Chadha, MD hosts John Stocking, PFP, CIM, CIWM.
John Stocking has almost 20 years of experience having worked in private wealth management both in Canada and overseas & with 3 Canadian banks.
More recently, John succeeded in launching his own independent financial advice firm "Evidence Based Finance", through which he offers financial planning, DIY coaching, or comprehensive wealth management, or all of the above for a single flat fee.
Website: https://evidencebasedfinance.ca/
Topics:
- evidence based investing basics (8:47)
- five factor investing (13:44)
- evidence based finance (37:45)
- why it can be so hard to follow evidence/your plan (49:37)
Factor investing subtopics:
- basics, growth vs value, ETF considerations, uncorrelated returns, downside protection?, historical data (US, Japan), long term mindset, practicality
Resources:
https://www.pwlcapital.com/resources/five-factor-investing-with-etfs/
https://ws-marketing-ui.s3.amazonaws.com/Wealthsimple_Our+Approach+to+Building+Portfolios_Final.pdf
Yatin Chadha, MD hosts John Stocking, PFP, CIM, CIWM.
John Stocking has almost 20 years of experience having worked in private wealth management both in Canada and overseas & with 3 Canadian banks.
More recently, John succeeded in launching his own independent financial advice firm "Evidence Based Finance", through which he offers financial planning, DIY coaching, or comprehensive wealth management, or all of the above for a single flat fee.
Website: https://evidencebasedfinance.ca/
Topics:
- evidence based investing basics (8:47)
- five factor investing (13:44)
- evidence based finance (37:45)
- why it can be so hard to follow evidence/your plan (49:37)
Factor investing subtopics:
- basics, growth vs value, ETF considerations, uncorrelated returns, downside protection?, historical data (US, Japan), long term mindset, practicality
Resources:
https://www.pwlcapital.com/resources/five-factor-investing-with-etfs/
https://ws-marketing-ui.s3.amazonaws.com/Wealthsimple_Our+Approach+to+Building+Portfolios_Final.pdf