Yaw Boadu, CFA, FRM^®, CFP^®

Location
Calgary, Alberta

“I believe the true measure of success lies not only in achieving one's own goals, but in empowering others to reach their fullest potential so they can achieve theirs.”

Personal finance is, foremost, personal. We may have different goals, but we all want an advisor who listens, is trustworthy, and understands our unique needs. With this in mind, I design bespoke investment strategies to help my clients actualize their investment aspirations and attain their desired lifestyles.

Drawing from over a decade of industry experience, my process begins with engaging clients in a series of questions that are designed to understand their goals and risk tolerance. I then create a portfolio that addresses those specific needs. Coming up with the right investment strategy from the onset helps guide and keep investors disciplined through the different investment cycles.

I have a Bachelor of Management in Finance (with Great Distinction) from the University of Lethbridge, and my professional designations include CERTIFIED FINANCIAL PLANNER^® (CFP^®), Financial Risk Manager (FRM), and Chartered Financial Analyst (CFA^®).