About Control-Alt-Delete
CONTROL – Investors must take control of their financial future because “nobody cares more about your money than you!!” Putting trust in others to guide you is perfectly fine, blindly trusting others to manage your affairs (investments) in NOT acceptable. Our services help you regain this control.
ALT – Many investors search for alternatives in the way their money is managed and who is managing it. Let us be your guide.
DELETE – To be successful, investors must eliminate all negative influences and beliefs around investing. Our consulting service will help you understand what these influences are.
In the financial services industry large financial and investment firms have always held the balance of power and control. The time has come to change the balance so individual investors can have more control and better knowledge, transparency and clarity regarding their own investments and financial future.
Control-Alt-Delete is about offering investors one-on-one investment consulting and a web-based solution to allow them to monitor their fully consolidated portfolio, fees and investment performance. CAD provides investors with a comprehensive web based investment account aggregation software program. This technology allows investors to track their complete investment portfolio regardless of where your money is being managed. It is designed to empower investors to take greater control of their financial situation by tracking the management of their investments, all transactions, trading and management fees, capital gains/losses and other income, and monitoring individual and benchmarked performance.
Control-Alt-Deletes ultimate goal is to provide unbiased, transparent information and knowledge so investors can make more informed decisions about their financial future.
Michael Coholan
Michael is a longstanding professional within the investment industry. With over 17 years experience managing and consulting on investment portfolios, Michael understands what it takes to be a truly successful investor. He has worked in Toronto as an Investor Consultant and developed services within the consulting industry. He has also researched and worked with many of the top investment counsel firms in Canada with the goal of finding suitable money managers for his clients. Prior to his work in Toronto, he worked for one of the largest and most highly respected investment firms in the country, if not the world. As an Investment Advisor and Portfolio Manager he helped individual investors attain their personal goals and managed discretionary portfolios. Michael has obtained the Canadian Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI).
It is Michael’s goal to help empower investors; whether you manage your own portfolio or do it through an advisor, Michael is there to guide you.