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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

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

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

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

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

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

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

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

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

Globe & Mail, July 12, 2008
ABCP debacle leaves little to pay the mortgage
Financial facelift

Globe & Mail, June 28, 2008
Is it time for hard-working savers to spend more?
Financial facelift

Globe & Mail, May 24, 2008
Wedding now, emergency fund top priorities for young couple
Financial facelift

Globe & Mail, April 26, 2008
Couple should cut expenses, planner advises
Financial facelift

Globe & Mail, April 12, 2008
Deep in debt, couple face tough medicine
Financial facelift

Globe & Mail, February 23, 2008
Everything rides on success of his home office
Financial facelift

Globe & Mail, January 5, 2008
Secure retirement hangs by a thread
Financial facelift

Globe & Mail, December 1, 2007
When income properties are a bad thing
Financial facelift

Globe & Mail, November 17, 2007
'Hodgepodge' of investments too risky
Financial facelift