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

Work Experience

  • 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

Locations Worked

  • Canada
  • Bermuda

Types of Companies Worked

  • 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

View testimonials for Peter here.