Investment Intelligence Through Data

We track market patterns, analyze portfolio performance, and measure outcomes that matter to Canadian investors building wealth responsibly.

Numbers That Tell Stories

Every investment decision creates data points. We've been collecting these stories since 2018, watching how different approaches play out in real Canadian portfolios.

2,847 Portfolios Tracked
6.2% Average Annual Growth
78% Met Their Goals
412 Teaching Hours
Financial analysis charts and graphs showing investment performance data

What The Data Actually Shows

Beyond the averages and percentages, we see patterns that help investors make better decisions. Here's what surprised us most.

Patience Pays Off

Investors who held positions for 18+ months showed 34% better outcomes than frequent traders. The data consistently favors the steady approach over quick moves.

Diversification Works

Portfolios spread across 6-8 sectors weathered market volatility better than concentrated holdings. Simple strategy, measurable results.

Education Makes Difference

Investors who completed our learning programs made 23% fewer emotional decisions during market downturns. Knowledge changes behavior.

Behind The Numbers

Meet the analysts who spend their days finding patterns in market chaos and translating complex data into practical guidance.

Portrait of Kieran Backhouse, Senior Market Analyst

Kieran Backhouse

Senior Market Analyst

Kieran has tracked Canadian equity patterns for eight years. His quarterly reports help investors understand sector rotations and timing strategies. He particularly enjoys finding overlooked correlations in commodity cycles.

Portrait of Astrid Nordahl, Portfolio Research Director

Astrid Nordahl

Portfolio Research Director

Astrid leads our performance measurement team and develops the frameworks we use to evaluate investment outcomes. Her background in behavioral finance helps explain why certain strategies succeed while others fail.

Ready To See Your Own Data?

Every investor's situation is unique, but the principles of good analysis remain consistent. Let's look at your portfolio through the same analytical lens we use for market research.

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