Financial (D.I.Y) Investor

Do-it-yourself investing is an investment approach where the investor chooses to build and manage his or her own investment portfolio instead of hiring an agent, such as a stockbroker, investment adviser, private banker, or financial planner

$0 - $100,000+

Education Varies

N/A

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Morgan Blackman – Holistic Wealth Coach

Morgan Blackman is an Holistic Wealth Coach whose mission is to bridge the gap between money and wellness. As the founder of Holistic Bucks, she helps millennial women who tend to avoid their finances become financially secure and build the confidence they need to successfully save and invest, in order to have full control of their financial future.


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She has been a Do-It-Yourself (DIY) investor for the past 4 years, and has been involved in multiple financial markets, with stocks being the most significant of her success. Her lifelong goal is to build generational wealth and attain financial freedom, so that she can live her best life, buy back time and continue to help women do the exact same.

I believe that the best way to financial freedom is through blending both finance and wellness, to meet your needs. I took major steps to improve my overall health, which led me to make better financial decisions over time. Taking a wholesome and holistic approach at how you live your life, is key to how you will attract and manage your money.

I focus on helping you break the bad habits and help you to build up the good ones. This way I can provide you with the keys to success that will unlock the door to ultimate financial freedom and stability.

When I am not overly obsessing over the next best stock and learning the various financial markets, you could catch me almost anywhere! I love spending time with family and friends, eating out (or eating-in), live concerts, travelling, writing poetry and ending my night with a good solid book.

Educational background
B.A. in International Development and a concentration in Political Economy and Administrative Change from the University of Guelph.

Core Responsibilities

01.

Develop personal financial plans for clients cash management, investments and retirement/estate planning

02.

Advise clients on implementing the financial plans to help them achieve their goals

03.

Work to recruit new clients to expand portfolio

Typical Workplace
  • Employed by the banks or private equity firms.
  • Spend a lot of time reading the news, articles etc
  • The work is often stressful. Very competetive work space
  • Investments are generally time sensitive

Attributes & Abilities 

Creativity Skills
Analytical and problem-solving skills
Organized & detail-oriented
Mathematical skills
Collaborative Skills
Love for reading 
Grade 11

English (ENG3C/U)
Mathematics (MCR3U)
Business (Recommended)
Cooperative Education (Recommended)

Grade 12

English (ENG4U)
Mathematics (MHF4U & MCV4U & MDM4U)
Business (Recommended)

*Additional 4U/M Courses For University Candidates*

Related Post-Secondary Programs:

 

Financial Investor 

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(647) 968 – 3304

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Etobicoke, ON M9W 5J2