McMurtry Investment Report and Model Portfolios™

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

Subscribe Now

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

Subscribe Now

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

Subscribe Now

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

Subscribe Now

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

Subscribe Now

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