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.
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
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
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
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)
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:
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)
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
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
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.
April 7, 2025 This morning Peter Navarro was on CNBC talking about how other non US countries rip the US off in regards to their
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
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
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