McMurtry Investment Report and Model Portfolios™

Achieve Financial Independence by Managing your Own Investments

May 8, 2023

Achieving financial independence is not as hard as you may think.

Below are some steps you can take to start the process

Stop investing in high cost mutual funds now. The last monthly investment you made may involve DSC’s for up to seven years.

Minimize Mutual Funds DSC’s by redeeming fee free units annually

         Replace your mutual funds with much lower fee, Exchange Traded Funds.

Open up a discount broker account

All of the savings you will make can help you retire early


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