A uniquely powerful philosophy

For uniquely powerful investments.

Our Story: Pioneering Factor Investing In Canada

At Eddy Wealth, our name is inspired by the concept of an eddy in a river – a place of calm amidst turbulent waters. It’s this very essence of stability and clarity that defines our approach to investing.

We achieve this through our deep expertise in factor investing, a strategy grounded in decades of academic research. Factor investing targets specific drivers of returns, like value, momentum, and profitability, to build portfolios that can weather market volatility and outperform over the long term.

 

Unfortunately, many Canadian investors have limited access to the full potential of factor investing. Advisors often rely on narrow strategies, restricting their clients’ exposure to just a handful of factors, typically value and profitability. This narrow focus needs to pay more attention to the broader spectrum of academically-proven factors, such as momentum and low volatility, leaving investors’ portfolios potentially vulnerable and missing out on opportunities for enhanced returns. This limited approach, often relying exclusively on products from a single fund company, fails to capture the full potential of this powerful strategy.

Investing should never be a one-size-fits-all solution. Unlike the typical approach that relies heavily on single-source, standardized strategies, we build portfolios based on a comprehensive, dynamic understanding of factor-based investing. Our strategies are crafted from a broad spectrum of academic research and real-world market data, ensuring they are tailored to each client’s unique financial goals and responsive to new evidence and changing market conditions. This approach allows us to offer portfolios genuinely optimized for your success rather than constrained by the limitations of off-the-rack investment products.

Our Team

Art Johnson

Art Johnson is best known as one of Canada’s premier quantitative portfolio managers. He has been featured on Bloomberg TV, CBC News, The Globe and Mail, Wealth Professional, and Investment Executive.

Helping average investors build steady and clear beliefs backed by some of the greatest minds in finance is Art’s passion. Getting life-changing products and practices into their hands is his calling.

At Eddy Wealth, I have the unique privilege of using all of my knowledge from founding one of the most sophisticated ETF companies in Canada, building products for institutional investors, and making these systems inclusive and straightforward for our clients. I aim to make your wealth current, clear, calm, and efficient.

Eric Contreras

Eric has over 20 years of experience in finance, with a focus on quantitative portfolios from 2004 onwards. As a portfolio manager, Eric has worked with Canada’s largest financial institutions designing and building some of Canada’s most sophisticated ETFs. There are very few portfolio managers in Canada who can match his breadth of knowledge in the space.

Eric has worked with Art since 2004 to put cutting-edge research from the world of finance into the hands of retail investors. His vast knowledge of the latest research and his desire to put this to work for clients makes his skillset unique.

He holds Chartered Investment Manager and Financial Management Advisor designations and is also a Fellow of the Canadian Securities Institute.

Outside the office, Eric enjoys spending time with his family and volunteering with lacrosse programs.

About Eddy Wealth

Eddy Wealth might be a new name in the Canadian investment landscape, but its roots go way back.

Imagine the bustling trading floor of the Alberta Stock Exchange over two decades ago. Art Johnson, the trading floor manager, witnessed the power of technology transforming investments.

This sparked Art’s passion for systematic, unemotional investing. It set him on a path that would eventually lead to creating Eddy Wealth. Fast forward twenty years, and Art, now an investment advisor, met Eric Contreras.

Eric was a newcomer, disillusioned by the industry’s product-pushing culture. Together, they saw the potential of factor investing to deliver consistent, long-term results. They became pioneers, among the first in Canada to manage client portfolios using factor funds.

Their journey didn’t stop at investing in existing funds. Art and Eric became innovators. They created, traded, and managed some of the most sophisticated factor-based ETFs in the Canadian market.

This hands-on experience gave them unmatched insights into factor investing. They developed strategies tailored specifically to Canadian investors. A decade ago, they took another leap.

They integrated comprehensive financial planning into their services. This meant aligning investment strategies with each client’s unique goals and aspirations. This holistic approach sets them apart.

Today, Eddy Wealth is a testament to their commitment to client success and expertise in factor investing. While many advisors rely on a single provider for factor products, Eddy Wealth leverages a wide range of factor ETFs from various sources.

This allows them to craft bespoke portfolios uniquely tailored to each client’s goals and risk tolerance. It’s a game-changer that helps Canadian investors achieve their financial dreams. Eddy Wealth is more than a portfolio manager.

They’re factor experts, financial planners, and trusted partners. They are dedicated to helping clients build a brighter financial future. In a world where many advisors are stuck in the past, Eddy Wealth is leading the charge into a new era of smart, strategic investing.

Ready to dive in?

See what we can do