We're not your typical finance professionals. Our team brings years of experience translating complex investment terminology into language that actually makes sense—because we've been on both sides of the confusion.
Garrett spent twelve years as a portfolio manager before realizing most clients just wanted straight answers without the jargon. He started breaking down complex terms at dinner parties, and now he does it for a living. His approach? If you can't explain it to your neighbor, you don't understand it well enough.
Sienna bridges the gap between financial accuracy and readability. With a background in economic journalism and teaching, she's mastered the art of explaining why certain terms exist and what they actually mean for your money. She believes that understanding shouldn't require a finance degree.
Ophelia came to investment education after years working in regulatory compliance, where she witnessed firsthand how confusing terminology can lead to poor decisions. She now focuses on researching how people actually learn about investing and what resources genuinely help versus just adding more noise.
Our philosophy is straightforward. Investment terminology exists for specific reasons, but it shouldn't be a barrier to understanding your own financial decisions. We've all seen what happens when people invest in things they don't truly understand—and it rarely ends well.
The team at Extendetx came together in 2023 after realizing there was a genuine need for investment education that respects people's intelligence while acknowledging that finance has its own language. We're not here to sell you products or push specific investment strategies.
What we are here for is helping you understand the terminology you'll encounter when reading prospectuses, talking to advisors, or researching investment options. Because when you understand the language, you can ask better questions and make decisions that actually align with your goals.
We're based in Terrace, BC, but we work with investors across Canada who are tired of nodding along when they don't really understand what's being discussed. And honestly? That's most people, regardless of their education or income level.
Have questions about investment terminology? Need clarification on something you've encountered? We're always interested in hearing what concepts people are struggling with—it helps us create better resources.
Contact Our Team