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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, 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

Globe & Mail, October 6, 2007
Second mortgage could derail couple's aspirations
Financial facelift

Globe & Mail, August 25, 2007
Adding to debt unwise for young couple
Financial facelift

The Globe and Mail, June 23, 2007
Patience and priorities required
Managing the high cost of living and the future expenses

The Globe and Mail, May 26, 2007
Entangled by a bigger garden?
Retirement finances may grow tighter

The Globe and Mail, May 5, 2007
Couple wants to ensure they don't outlive their savings
Long life presents special financial planning challenges

The Globe and Mail, April 21, 2007
Best investment for couple? Pay down mortgage
Then they can keep the house and begin building their assets

The Globe and Mail, February 24, 2007
With no pension, businesswoman fears for the future
Financial Facelift

Financial Post Business, February 2007
The long march
Building a balanced, sustainable portfolio

The GLobe And Mail, January 6, 2007
Investor worries top-hat plan may cause headaches
Sophisticated investor's other assets should suffice for comfortable retirement

financial Post Business, December 2006
Making room for baby
Family Finances

the globe and mail, august 26, 2006
Couple's plans endangered by mortgage costs
Sell the condo they now rent out and use the cash to cut debt burden, expert advises

the globe and mail, august 12, 2006
Couple fears disappointing fund returns
With retirement plans in doubt, they consider real estate as an option

the globe and mail, april 29, 2006
Debt-free couple need portfolio spring cleaning
Financial facelift

National Post Business Magazine, April 2004
On the rebound
Family finances

the globe and mail, October 25, 2003
Widow worries assets won't last
Family finances