McMurtry Investment Report & Model Portfolios

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Hourly Consultations

Get tailored guidance on your portfolio, tax efficiency, and asset allocation from a CFA charterholder with 30+ years of experience.
No sales pressure. No product pushing.

Unbiased, Independent Investment Advice — Charged by the Hour, Not a Percentage

Why Choose Hourly Investment Consulting?

Managing your own money or navigating traditional financial advisors can leave you with unanswered questions:

  • Are high management fees eating away at your long-term returns?
  • Is your asset allocation properly aligned with your risk tolerance and goals?
  • Do you want a professional second opinion on individual stocks, ETFs, or tax strategy without transferring your accounts?

An hourly consultation gives you direct access to institutional-level expertise on your terms. Whether you need a quick 1-hour check-in or an in-depth portfolio review, you get 100% objective, conflict-free advice.

Book a free 30-min consultation

Unbiased, Independent Investment Advice — Charged by the Hour, Not a Percentage

Why Choose Hourly Investment Consulting?

Managing your own money or navigating traditional financial advisors can leave you with unanswered questions:

  • Are high management fees eating away at your long-term returns?
  • Is your asset allocation properly aligned with your risk tolerance and goals?
  • Do you want a professional second opinion on individual stocks, ETFs, or tax strategy without transferring your accounts?

An hourly consultation gives you direct access to institutional-level expertise on your terms. Whether you need a quick 1-hour check-in or an in-depth portfolio review, you get 100% objective, conflict-free advice.

Book a free 30-min consultation

What We Can Discuss in Your Session

You can use your consultation time to tackle any pressing financial or investment topics, including:

  • Portfolio Optimization: Reviewing your asset mix across Cash, Fixed Income, and Canadian/U.S. Equities.
  • Fee & Mutual Fund Analysis: Identifying hidden fees in your current portfolio and finding low-cost ETF alternatives.
  • DIY Investing Guidance: Using individual stocks, equity sector and equity regional ETF's, individual bonds and fixed income ETF's.
  • Tax Efficiency: Strategic account allocation across RRSPs, TFSAs, FHSAs, and Non-Registered accounts.
  • Second Opinion on Financial Advice: Independent validation of recommendations given by your bank or financial planner.

How it Works

Step 1: Free 30-Minute Discovery Call


We start with a complimentary 30-minute phone or Zoom call to discuss your goals, review your questions, and ensure an hourly consultation is the right fit for your needs.

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Step 2: Send Your Information (Optional)


If you decide to proceed, you can share statements or specific questions ahead of time so we maximize our session time.

Questions?

Step 3: One-on-One Consultation


We meet via Zoom or phone to go over your portfolio line-by-line, address your questions, and provide actionable next steps.

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Clear & Transparent Pricing

All consultations are conducted via Phone or Zoom.

About Your Advisor

Peter McMurtry, B.Com, CFA

With over three decades of experience in Canadian and U.S. financial markets, Peter helps individual investors take control of their wealth. As an independent advisor, Peter does not manage client funds or sell investment products—ensuring every piece of advice is purely in your best interest.

Featured as a guest expert on top Canadian financial podcasts including Build Wealth Canada and More Money Podcast.

Ready to Take Control of Your Investments?

Schedule your complimentary 30-minute consultation today to get started.

Book a free 30-min consultation