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We help you tap into your awareness by defeating behaviours that are sabotaging your ability to make wise financial decisions. 
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Finliti delivers a wealth of investment knowledge by discovering the “emotional you” factor,
with 8 investor profiles.

Understanding your investor personality allows our experienced team to deliver the most useful and effective information. Join a community of like-minded warriors: defeat your “money” fears together.
The Enigma
The Captain
The Warrior
The President
The Diplomat
The Guru
The Commander
The Emperor

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Your information is confidential and secure and will not be shared with any third parties.
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Making financial knowledge accessible to everyone.

With over 40 years combined industry experience across seven of Canada’s major financial institutions, we condensed the most relevant information to get you up to speed as quickly as possible.

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Finliti Blog

The Core Team

Jennifer Schell

CEO and Founder

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Carlos Pinto Lobo

Lead Compliance

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Veljko Knezevic

Chief Technology Officer

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The Advisory Team

Dr. Ernest P. Chan (PhD)
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Dr. Stefano Di Domenico (PhD)
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Adam Freeborn
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Join our community and get the support that you need so that you can feel confident about managing money, by yourself. Understand risk – reap the rewards.


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