Hey, I'm Michelle Hung!
I'm a Certified Financial Planner (CFP), financial educator, and author of two books: The Sassy Investor and Investing for Teens: How to Save, Invest, and Grow Money.
An advocate for financial literacy, I am on a mission to spread the word on the importance of financial independence and how to achieve it.
I graduated from the University of Waterloo with a Bachelor’s of Mathematics, with a specialization in Finance.
After graduation, I spent seven years working in investment banking and venture capital.
Through my experience in advising companies in capital raising, mergers & acquisitions, initial public offerings ,and other financial advisory services, I acquired a rich understanding of capital markets and how it all ties in with the average investor.
Today, I am a Senior Wealth Advisor & Associate Portfolio Manager at TriDelta Private Wealth where I help entrepreneurs, retirees, and high income earners build unbiased holistic financial plans and manage their wealth.
In 2014, I obtained the Chartered Financial Analyst (CFA) designation, a globally recognized investment management credential.
My first investment property was purchased during my second year of university, where I learned a great deal of financial responsibility at such a young age, and certainly the ins and outs of home ownership. Investing became a passion and I explored investment opportunities beyond real estate – the stock markets.
A fan of Warren Buffett and Peter Lynch’s investment philosophies, my self-taught investment strategies, combined with my work experience in capital markets allowed me to build a six-figure investment portfolio by the time I was 29 years old.
Realizing the lack of resources out there for those that would like to learn how to invest, I built this platform to make investing more accessible and simple to understand.
You can follow me on Instagram: @thesassyinvestor, YouTube,
and Tik Tok.
