McMurtry Investment Report & Model Portfolios




I’m Peter McMurtry, B.Com, CFA. I live in Ottawa. 

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.

Featured In:

canadian money saver
building wealth

Objectives of the McMurtry Investment Report

Here are the objectives of the McMurtry Investment Report:

  • Lower fees and sales commissions
  • Establish plan to eliminate deferred sales charges
  • Improve consistency of returns
  • Lower portfolio volatility or risk
  • Recommend individual stocks and bonds and exchange traded funds only
  • Do not recommend mutual funds
  • Educate the reader to make more informed investment decisions
  • Timely tax advice to complement investment holdings
  • Take pride in making your own investment decisions
  • Enjoy the challenge of trying to beat the market
  • Not trying to sell products or services
  • No compensation received from investments we recommend
  • Provide independent advice for choosing a financial advisor
  • Monthly  Asset Mix recommendations
  • Monthly Equity Sector recommendations
  • Provide rationale for recommendations
  • Provide timely investment opportunities
  • Advice for both Equities and Fixed Income

My Biography – Peter McMurtry (B. Com., CFA)

  • Bachelor of Commerce – McGill University
  • Chartered Financial Analyst Designation – CFA
  • Canadian Securities Course
  • Canadian Life and Term Insurance Course
  • 30 years in financial services industry
  • Financial Writer – currently writing a book on how to manage your own investments
  • Written financial articles for Globe and Mail, Canadian Money Saver and for Gordon Pape
  • Portfolio Management for Private Client and Pension Monies
  • Investment Analyst of both Canadian and US companies
  • Equity and Fixed Income Portfolio Management
  • Financial Planning Capacity
  • Client Sales and Service Management
  • Canada
  • Bermuda
  • Canadian chartered banks – wealth management and branch
  • Trust companies
  • Non-bank privately and publically owned investment counsellors
  • Canadian Investment Analysis Newsletter
  • Investment Dealer
  • In-House Pension Fund
  • Financial Planner

Testimonials for Peter McMurtry