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.
Company Details
- Employees
- 3
- Founded
- 2021
- Address
- 600 Crowfoot Crescent Nw, 340,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://eddywealth.com/
- Keywords
- Quant Investing, Wealth Management, Behavioural Coaching, Evidence Based Investing, Scientific Process.
- HQ
- Calgary, Alberta
Eddy Wealth Questions
Eddy Wealth's website is https://eddywealth.com/
Eddy Wealth's LinkedIn profile is https://ca.linkedin.com/company/eddy-wealth
Eddy Wealth has
3 employees.
View email and phone details for 3
employees at Eddy Wealth.
Eddy Wealth's industry is
Financial Services
Eddy Wealth's top competitors are
Institut Canadien Des Dérivés - Canadian Derivatives Institute,
Greenstone,
St. Paul's Bloor Street,
Morgan Stanley,
Corning Incorporated,
Ad Pros,
Enjine.
Eddy Wealth's categories are Financial Services
Eddy Wealth's founding year is 2021
