Coreen T. Sol, CFA
Senior discretionary portfolio manager at one of Canada’s established investment firms, providing expert perspective on how bias and heuristics influence real-world financial decisions.
Looking for reliability in your financial decisions?
Coreen has professionally managed investment assets since 1992. Over decades of working with individuals, families, and organizations, she noticed a pattern: outcomes are often shaped less by what we know, and more by how we decide— especially under stress, uncertainty, or market volatility.
That observation led her to combine finance and psychology, and pursue behavioural finance research both formally in conjuction with University of British Columbia and practically by desiging and refining processes to create more reliable financial decisions and performance.
About Solinvest
Solinvest is an investment management team led by Coreen T. Sol, CFA. We manage discretionary mandates for individuals, families, and community-based organizations—using structured, repeatable processes rooted in long-term Personal and Corporate Economic Values.
- Structured process: clear decision rules designed to be consistent through changing markets.
- Bias-aware execution: quantitative metrics and recorded process to limit behavioural drift.
- Values-centric planning: fewer decisions, better aligned decisions, and less financial stress.
The fewer decisions you have to make in the moment, the fewer opportunities there are for behavioural errors.
Our Roots
The Solinvest approach was built around a practical question: how do you create reliable decisions when the world is noisy and markets are uncertain?
The answer is not more information. It’s a decision structure that embraces current economic conditions, whatever they may be.
Reliable outcomes are usually the byproduct of reliable decisions.
Coreen’s unique view crosses an academic perspective with a compassionate approach to how people feel about money in the real world.
Coreen’s work sits at the intersection of behavioural finance research and lived experience with investors making decisions during uncertainty. She has lectured in behavioural finance (UBC Okanagan) and has applied the same lens while managing discretionary portfolios through multiple market cycles.
The goal is practical: reduce friction, regret, and reactive decisions—so your financial choices support the life you’re building.
Critical reasons to clarify your personal economic values (PEV)
Bias and heuristics don’t disappear when you’re informed. They show up when a decision feels loaded—when markets are volatile, when life changes, or when a choice touches identity, family, or security.
Clarifying your Personal Economic Values (PEV) gives decision-making a stable anchor. When earlier choices are aligned with values and objectives, you face fewer “in-the-moment” decisions—and those are the decisions most vulnerable to emotion and bias.
- Fewer decisions: reduce opportunities for behavioural mistakes.
- Cleaner trade-offs: values help prioritize when goals conflict.
- Lower stress: less second-guessing and fewer reactive moves.