Investment Services
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
All this for just $11.00 per month, or $120.00 per year, or $216 every two 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:
- 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
- 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 per hour, or $135 for two hours
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