When we found out about Peter McMurtry’s broad financial expertise and experience, we asked our former neighbor to help us transition our portfolio from mutual funds into exchange traded funds (ETFs) for the sole purpose of reducing ongoing management fees. We had looked into this on several earlier occasions, but the task seemed too daunting to tackle ourselves.

Peter started with quickly and efficiently reviewing our existing portfolio to ensure that any future transition into ETFs would not incur unexpected deferred sales charges or unrealized capital gains, something we would never have thought about doing ourselves. After this was done, Peter advised and coached us very effectively with the creation of our ETF portfolio and the selection of a reputable self-service broker.  More on this Testimonial