Contact Services Starting OutOur Team About Us Philosophy
FEATURED TOPICS
What is Wealth Management?
Investing Strategies
Retirement Planning
Estate Planning
Our Portfolio Makeovers
QUICK LINKS
KCM Brochure
Latest KCM Newsletter
Latest Media Article
Request Contact From Us
Request Our Newsletter
OUR PORTFOLIO MAKEOVERS
A variety of published Portfolio Makeovers quoting Adrian Mastracci, "fee-only" portfolio manager of
KCM Wealth Management Inc. These represent samples of what is possible for various situations.
Our published makeovers

National Post, May 27, 2011
With careful planning, financial security is within reach

National Post, September 18, 2010
Couple needs new plan as disability income dries up

National Post, August 7, 2010
Family needs renovation and education money

National Post, June 19, 2010
West coast couple stakes it all on property

National Post, May 22, 2010
Average-income couple wants palatial home

National Post, January 30, 2010
Testing the resilience of plan for 40 years

National Post, November 14, 2009
Tuition strains clan's budget

Globe & Mail, July 19, 2009
Alberta family’s balancing act

Globe & Mail, December 13, 2008
Growing family grapples with growing debt

Globe & Mail, December 6, 2008
Secure, but worried: Retiree's anxiety misplaced

Globe & Mail, November 15, 2008
Careful tax planning the key to couple's Latin American dream

Globe & Mail, November 1, 2008
Investment 101 a good course for this couple

Globe & Mail, October 11, 2008
A nice retirement plan - when you axe the debt

Globe & Mail, October 4, 2008
Home-schooling parents live frugally

Globe & Mail, September 20, 2008
At 61, a solid asset base - faltering market faith

Globe & Mail, August 16, 2008
Well-fixed... worried nonetheless