
I’ve spent over 14 years in the world of wealth management and financial planning — helping high-net-worth clients navigate markets, build resilient portfolios, and plan for the future. I hold a Bachelor’s degree in finance and am a proud CFA charterholder, which means I’ve spent more than my fair share of late nights buried in market data, investment theory, and the occasional 400-page annual report.
Over the years, I’ve worked with some of Canada’s leading asset management firms, providing advice on everything from retirement planning to complex investment strategies. My work has taken me from conference rooms with executives to kitchen tables with families making big financial decisions.
Now, I bring that same focus to American Ledger. My goal here is simple: cut through the noise, highlight what actually matters in U.S. markets, and explain it in a way that’s clear, concise, and worth your time. You won’t find hype here — just thoughtful insights, data that tells a story, and analysis you can trust.
Outside of finance, I’m a lifelong learner, a believer in clarity over complexity, and someone who still gets a little thrill every time a market chart tells a story no one else seems to notice.
Thank you for reading American Ledger — it means a lot to have you here.
By Sellet LLC