Eric is a CFA Charterholder and a Level 4 qualified financial planner with extensive experience in portfolio construction and investment research. Alongside navigating the complexities of the markets, Eric also enjoys crafting external communications and delivering client presentations on market developments and investment strategy. Driven by curiosity and a commitment to continuous learning, Eric's investment philosophy focuses on understanding the interplay between economic factors and various asset classes. Eric believes that creating well-suited investment strategies is just as important as helping clients understand market dynamics. By translating complex trends into clear, actionable insights, Eric empowers clients to stay focused and achieve their unique financial objectives with confidence.