Meet Your Investment Partners

With over a decade of combined experience in financial markets, we bring institutional-level expertise to individual investors seeking professional portfolio management.

Our Journey in Investment Management

Form Invest was founded with a simple yet powerful vision: to democratize access to professional investment management. After witnessing countless individuals struggle with complex financial decisions, we recognized the need for a more personalized, transparent approach to portfolio formation.

Our team combines deep analytical expertise with genuine care for client outcomes. We believe that successful investing requires both technical knowledge and understanding of human behavior, which is why our approach emphasizes education alongside execution.

12+ Years Combined Experience

200+ Portfolios Managed

$15M+ Assets Under Management

Professional investment consultation meeting

Professional Background & Credentials

Educational Foundation

Our lead advisor holds a Master's in Financial Economics from UBC Sauder School of Business, complemented by the CFA designation. This rigorous academic foundation ensures we understand both theoretical frameworks and practical market dynamics.

Industry Experience

Before founding Form Invest, our team managed portfolios at leading Canadian financial institutions, including TD Asset Management and RBC Global Asset Management, working with both institutional and high-net-worth clients.

Professional Certifications

We maintain active CFA and CFP designations, ensuring our knowledge stays current with evolving market conditions and regulatory requirements. Continuous education is central to our professional practice.

Investment Philosophy & Approach

Evidence-Based Decisions

Every investment recommendation is backed by thorough research and quantitative analysis. We rely on data, not market emotions, to guide portfolio construction.

Risk-Adjusted Returns

We focus on achieving optimal returns relative to the risk taken, not just maximum returns. This approach leads to more consistent, sustainable portfolio performance over time.

Transparent Communication

We believe clients deserve to understand their investments completely. Our reporting is clear, comprehensive, and designed to educate rather than overwhelm.

Long-Term Focus

Successful wealth building requires patience and discipline. We design portfolios for long-term growth while managing short-term volatility through strategic asset allocation.

Why Clients Trust Form Invest

Fiduciary Responsibility

We are legally and ethically bound to act in your best interests at all times. Your financial success is our primary obligation, not product sales or commission generation.

Performance Track Record

Our systematic approach has consistently delivered risk-adjusted returns that outperform passive benchmarks while maintaining appropriate diversification across asset classes.

Personal Attention

Unlike large firms where you're just an account number, we maintain close relationships with every client. You'll always work directly with experienced advisors, not junior staff.

Regulatory Compliance

We operate under strict regulatory oversight and maintain comprehensive insurance coverage. Your assets are held at established custodians with robust security measures.

Our Commitment to Your Success

Building wealth requires more than just picking good investments. It demands a comprehensive understanding of your unique circumstances, goals, and challenges. We combine technical expertise with genuine care to create investment strategies that evolve with your life.

When you work with Form Invest, you're not just hiring an investment manager – you're gaining a trusted partner committed to your long-term financial success. We measure our success by your portfolio's performance and your peace of mind.

Schedule Your Consultation