Decades of Insight • Skin in the Game
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Welcome to Investing with Purpose, where proven expertise meets hands-on investing.
We’re a team of Concordia and London Business School alumni, CFA and Investment Management–certified charterholder professionals with over 35 years of combined experience in market analysis, stock research, portfolio management and private-sector advisory. Still active in the industry, and with our own capital at stake, we founded Investing with Purpose to bring institutional-grade insights to you, whether you’re just starting out or looking to sharpen your edge.
Our mission is simple:
Identify quality companies and spot over- versus undervaluation
Share our own investment and trading plans for transparency
Make informed portfolio decisions grounded in rigorous analysis
Build robust risk-management frameworks that protect your capital
Adopt a seasoned-investor mindset, rather than reacting to headlines
We’ve “skin in the game” alongside you, so you’ll see real-time examples of how we apply the very strategies we discuss.
Disclaimer: Nothing here constitutes financial advice or a solicitation to buy or sell any security. All content is for educational purposes only.
