About

I’m Peter McMurtry, B.Com, CFA.

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.

Improving your investment returns, lowering the fees you pay and ensuring that your capital is invested in a tax efficient way
will all help you to more easily achieve your goals.