McMurtry Investment Report & Model Portfolios

Get an honest second opinion. Improve the predictability of your returns.
Learn more
Own your financial future. Take charge of your investments.
learn more
Get an honest second opinion. Improve the predictability of your returns.
learn more
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Get an honest
second opinion.
Improve the
predictability of
your returns

Peter-McMurtry

About

My name is Peter. Good to meet you.

 

My aim is to utilize my 30+ years of financial services experience to offer all investors an objective second opinion on their financial affairs & their investment holdings.

 

Whether you presently manage your own capital or use an adviser, it is always a good idea to make sure you are on track.

 

Investing can be both complex & nuanced, and my focus is to ease that burden so you can reach your financial goals. 

investigative

Monthly McMurty Investment Report and Model Portfolios

Two Model Investment Portfolios consisting of individual Canadian and US stocks and some fixed income exchange traded funds
Tactical Asset Mix
Equity Sector Recommendations

All this for just $11.00 per month, or $120.00 per year, or $216 every two years

Subscribe Now

Portfolio Review

Review of all your holdings in all of your accounts on a consolidated basis.
Calculate your consolidated asset mix for each asset class – Cash, Fixed Income and Equities
Calculate equity sector weights for all your holdings that include individual stocks, exchange traded funds and mutual funds
Provide recommendations on your holdings

Portfolio Review Price is $500, or Portfolio Review plus One Year Subscription to The McMurtry Investment Report & Model Portfolios is $558

Subscribe Now

Hourly Consultations

First half hour is complimentary to see if I can help you. Consultations either by phone or zoom call. Review of all your holdings and specific recommendations as requested. Ask me any financial, investment or tax question.
Please contact me at peter@mcmurtryinvestmentreport.ca to get more details about this service.

$75 per hour, or $135 for two hours

Subscribe Now

Hourly Consultations

First half hour is complimentary to see if I can help you. Consultations either by phone or zoom call. Review of all your holdings and specific recommendations as requested. Ask me any financial, investment or tax question.
Please contact me at peter@mcmurtryinvestmentreport.ca to get more details about this service.

$75 per hour, or $135 for two hours

Subscribe Now

Portfolio Review

Review of all your holdings in all of your accounts on a consolidated basis.
Calculate your consolidated asset mix for each asset class – Cash, Fixed Income and Equities
Calculate equity sector weights for all your holdings that include individual stocks, exchange traded funds and mutual funds
Provide recommendations on your holdings

Portfolio Review Price is $500, or Portfolio Review plus One Year Subscription to The McMurtry Investment Report & Model Portfolios is $558

Investment Tutorials - Hourly

Educational tutorials on every aspect of the Investment process including:

How bonds work

What factors to consider when buying a bond or ETF

How to select stocks or equity ETFs

How to select dividend stocks or dividend ETFs

How to read Financial Statements

What are the most important factors to consider for each of the 11 equity sectors

How to select equity sectors

How to set up an actively manage an investment portfolio

How to set up and actively manage your asset mix

How to analyze Economic Data

Where to find Economic Data and Fundamental Data on companies

3 hour Investment Tutorial Package – in 1 hour sessions

for a price of $225

or a Special Discount 5 hour Investment Tutorial Package – in 1 hour sessions for a price of $337.50.

also

This includes a 1 year subscription to my monthly McMurtry Investment Report. or a Special Discount

10 hour Investment Tutorial Package- in 1 hour sessions for a price of $600.

This also includes a 1 year subscription to my monthly McMurtry Investment Report

Offerings

Investment Newsletter and Model Portfolios


Two Model Investment Portfolios consisting of individual Canadian and US stocks and some fixed income exchange traded funds
Tactical Asset Mix
Equity Sector Recommendations

Only $11.00/month
(yearly rates: $120.00/year or
$216/2 years)

Subscribe Now

Investment Tutorials

Discover our in-depth Investment Education Sessions covering everything from bonds and stocks to portfolio management and economic data analysis. Tailored to fit your schedule, our flexible sessions provide practical insights to elevate your investing skills. These sessions will include the following:

  • Personalized 1-on-1 hourly sessions via Zoom
  • Tailored services to meet individual client needs
  • Expert guidance on bond, stock, and ETF selection
  • Strategies for dividend investing and portfolio management
  • Practical tips for analyzing economic and company data
  • Insights on reading financial statements to boost investment performance

 

Options:

  3-1 hour tutorial package: $225 

5-1 hour tutorial package: $337.50 (includes 1 Year subscription to Monthly Investment Newsletter)

10–1 hour tutorial package: $600 (includes 1 Year subscription to Monthly Investment Newsletter) 

Hourly Consultations


First half hour is complimentary to see if I can help you. Consultations either by phone or zoom call. Review of all your holdings and specific recommendations as requested. Ask me any financial, investment or tax question.
Please contact me at peter@mcmurtryinvestmentreport.ca to get more details about this service.

$75/hour or $135/2 hours

Subscribe Now

Portfolio Review


Review of all your holdings in all of your accounts on a consolidated basis. Calculate your consolidated asset mix for each asset class – Cash, Fixed Income and Equities Calculate equity sector weights for all your holdings that include individual stocks, exchange traded funds and mutual funds Provide recommendations on your holdings

Portfolio Review Price $500 or
Portfolio Review + 1 Year Subscription to The McMurtry Investment Report & Model Portfolios $558

Subscribe Now

book

Own your Financial Future
- Take Charge of your Investments

A clear and direct financial resource book that is both current and easy to understand.

It can help to provide all the necessary tools you need to manage your own capital.

Coupled with my services, this is just the ticket to financial freedom.

Fresh off the Press

SUBSCRIBE TO THE MONTHLY MCMURTRY INVESTMENT NEWSLETTER CLICK HERE TO LEARN MORE

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Fill your email and get weekly tips.

Offerings