What I’ve Learned
by Ryan Lewenza, Private Client Strategist, Raymond James
• After more than a decade working as a market analyst on Bay Street, and two amazing years as the Chief Canadian Strategist for Raymond James Ltd. (RJL), it is with mixed emotion that I am announcing that I am moving on, and starting a new chapter in my career.
• While I will miss publishing these reports, supporting our great Financial Advisors, and helping our clients navigate through these volatile markets, I am very excited about my new role as co-Portfolio Manager (PM) for a leading Canadian wealth management advisory practice.
• In making this important career change from analyst to Financial Advisor and PM, it forced me to take stock of my life and realize what is important. With that in mind, I wanted to provide the key lessons that I have learned over my 18 year career in the industry. They include: 1) going against the consensus; 2) combining technical analysis with fundamentals; 3) controlling your emotions; 4) focusing on the long-term; and 5) not being afraid to take a loss.
• I hope these final tips and insights will be of assistance as you navigate through these challenging times. It has been my absolute pleasure in writing these missives and providing advice and guidance over these last few years. You are in good hands as clients of Raymond James Ltd. Thank you!
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