Strategies for Do-It-Yourself Investors™


Hi, I’m Peter McMurtry, BCom, CFA.

My goal is to use my 30 years of financial services experience to help do-it-yourself investors make strategic portfolio decisions.


I offer investors free and premium services.

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My premium service consists of:

  1. Monthly Newsletter that includes two sample portfolios (Growth and Income)
  2. Personalized Portfolio Review Service
  3. Hourly Consultation Service

Learn more about my newsletter and portfolios here.

Learn more about my personalized portfolio review service here.

Learn more about my consultation service here.

If you subscribe to any of my premium services you will also receive my free blog notifications.

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I offer periodic blog posts about investment topics from time to time. Feel free to read my blog and sample my newsletter and portfolios that include Canadian and US securities.

Sign up here to receive my free blog post notifications and receive a complimentary PDF copy of my most recent newsletter and portfolios. You will also receive a complimentary PDF of my newsletter entitled “Factors to consider when investing in the high tech industry” and “Factors to consider when investing in one high tech firm over another.”

Please note that our ongoing correspondence will only consist of my blog and will not contain most of the content of my newsletter and portfolios.


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