Peter can be reached by email at peter@mcmurtryinvestmentreport.ca
My objective is to use my thirty years of financial services experience to offer all investors an objective second opinion on their financial affairs and 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.
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
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
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
June 8, 2023 Incorporate this objective into your long term goals by following these strategies: Save regularly every month. Save investment management fees by managing
June 4, 2023 Day Trading is not recommended. This is a form of gambling Minimize the use of leverage Do Not buy stocks simply on
May 19, 2023 Many of these securities include both leverage and return of capital, making these returns extremely misleading. Something that seems too good to
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