We start with a complimentary 30-minute phone or Zoom call to discuss your goals, review your questions, and ensure an hourly consultation is the right fit for your needs.
If you decide to proceed, you can share statements or specific questions ahead of time so we maximize our session time.
We meet via Zoom or phone to go over your portfolio line-by-line, address your questions, and provide actionable next steps.
– Charlie Munger
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.
October 6, 2026 Last week I published a blog for my subscribers on my website on Cameco. I have aslo decided to post a free blog on the company as follows: Cameco, a major Canadian uranium producer, is expected to win a large cash windfall from its 49% interest in Westinghouse Electric, a maker of
January 31, 2025 I am adding another Canadian Reit in the Seniors Healthcare industry, Sienna Senior Living. During COVID, the senior living sector was pummeled in Canada with seniors afraid of moving into these homes while at the same time the supply of new homes was sharply increasing. Today the reverse is happening with the
May 6, 2024 There are many differences between purchasing individual stocks compared to equity index funds and ETFs.. In an ETF or fund, trying to time your purchase is not an easy task. You are solely at the mercy of the market at that time. Determining intrinsic value in a fund or ETF is not
April 15, 2024 Why are copper prices rising in a period of continuing strength in the US dollar globally and higher for longer interest rates? Most of you are familiar with the Wall Street algorithm that pushes commodity prices down when interest rates and the US dollar remain at elevated ;levels. Copper prices are rising
April 10, 2024 Nominal m/m CPI 0.40% vs 0.30% expected Nominal y/y CPI 3.50% vs 3.40% expected Core CPI m/m 0.40% vs 0.30% expected Core CPI y/y 3.80% vs 3.70% expected My recent reduction in both equities and bonds in my Model Portfolios was a result of my concern that domestic US inflation would not
April 7, 2024 Looks cheap on a P/E, P/Book Value and on a EV/FWD EBITDA basis Stock may have a high dividend yield Company comes up as an attractive purchase on a stock screen due to cheap valuation Reality: Free Cash Flow does not cover the dividend Highly levered balance sheet Highly competitive industry Low
Not sure if your investments are working as well as they could? Have a question about your portfolio, fees, taxes, or investment strategy? Book a free 30-minute consultation with Peter to discuss your questions and see how an objective second opinion may help.
With more than 30 years of experience in financial services, my goal is to provide investors with an objective second opinion on their financial affairs and investment holdings.
Whether you manage your investments yourself or work with an adviser, an independent review can help you better understand where you stand and whether your current approach remains aligned with your goals.
Investing can be complex and nuanced. My focus is to help make it easier to understand, providing thoughtful, objective insight so you can make informed decisions about your financial future.
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
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
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