Coreen T. Sol, CFA, Portfolio Manager

Why choose the Solinvest behavioural approach?

Coreen Sol Reliable financial decisions can only come from structured, repeatable processes routed in a long-term, values-based views. Our focus is to provide reliable financial care that helps individuals, families, and community-based institutions build and manage wealth aligned with their personal and corporate economic values.

We mitigate the impact of behavioural bias in our managerial investment decisions through quantitative metrics and meticulously recorded process. This empowers us to yield more dependable conclusions, and optimizes our returns through repeatable results.

As your fiduciary, we are your trusted business partner, ready to engage with you whenever you need advice. Our scope of work encompasses a broad range of advice beyond discretionary investment management, and includes specialized tax, estate, legal, trust and commercial planning.

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Unlocking Multi-Generational Wealth: Values-Centric Financial Planning

As a discretionary portfolio manager, we craft a bespoke Investment Policy Statement (IPS) to mirror your unique perspectives, operating as a dynamic blueprint for your ongoing asset management, allowing you to focus on the other important aspects of your life. As your trusted fiduciary, we embrace an uncompromising duty to protect your interest. We also help individuals and families determine their Personal Economic Values (PEV), and guide clients in cultivating financial habits that mitigate stress. Understanding your fundamental motivations and values will lead to achieving what is most important to you. Limiting naturally occurring behavioural bias and reducing the overall number of financial choices you face reduces stress and provides more reliable decisions toward reaching your asp

Solinvest Portfolio Mandates