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
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
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
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
Investment Tutorials - Hourly
Educational tutorials on every aspect of the Investment process including:
How bonds work
What factors to consider when buying a bond or ETF
How to select stocks or equity ETFs
How to select dividend stocks or dividend ETFs
How to read Financial Statements
What are the most important factors to consider for each of the 11 equity sectors
How to select equity sectors
How to set up an actively manage an investment portfolio
How to set up and actively manage your asset mix
How to analyze Economic Data
Where to find Economic Data and Fundamental Data on companies
3 hour Investment Tutorial Package – in 1 hour sessions
for a price of $225
or a Special Discount 5 hour Investment Tutorial Package – in 1 hour sessions for a price of $337.50.
also
This includes a 1 year subscription to my monthly McMurtry Investment Report. or a Special Discount
10 hour Investment Tutorial Package- in 1 hour sessions for a price of $600.
This also includes a 1 year subscription to my monthly McMurtry Investment Report
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
Investment Education Tutorials
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