Make more reliable financial decisions
Coreen has worked with multi-generational families for more than 30 years to define and reach their goals.
What do wealthy people do differently? They avoid bias. This book is about why and how.
If you’ve ever relied on an alarm clock or skipped the cookie aisle at the grocery store, you can adopt these habits to create more reliable financial and investment decisions.
Coreen T. Sol, CFA, is an award-winning senior portfolio manager in Vancouver, British Columbia. She has been professionally managing investment assets for multi-generational families and community-based institutions since 1992. Her approach to investing stems from her research and practice in limiting the effect of natural decision biases in financial choices. She also lectured at UBC Okanagan as an adjunct professor in behavioural finance, is quoted often in prominent news articles, and publicly speaks at finance events throughout Canada.
Coreen integrates critical strategies in her practice, including quantitative security selection, tactical rebalancing, and fastidious decision processes to produce consistent performance and structured results.
