An Independent Consultancy

The TAMRIS Consultancy provides three main services:

Private Investor Services

Independent structural reviews of portfolios of private investors looking to determine whether or not their advisor is managing their investments properly as well as manager search and selection. 

A subset of this service component includes the provision of expert opinions on portfolios where investors are considering making a formal complaint about their advice or are considering taking legal action, or in the process of taking legal action.

Research: in depth reports, perspectives and brief commentary

Research on key regulatory, economic, market and product/security issues impacting both investors and financial services firms.  These are available to consumers as well as members of the financial services industry.

In depth Industry Analysis / Corporate

A series of documents providing in depth perspective on product, systems, service and brand development, and structural challenges for the retail financial services market place in Canada: these documents address the development of integrated wealth management systems, service and business processes in the context of current and prospective competitive, regulatory, product and financial market structures, product and financial service distribution, as well as current and prospective market and economic environments; integrated systems represent an important component of the future direction of the retail financial services market place. 

Educational Content

Educational content and perspective on portfolio construction, planning and management

This content covers a wide range of areas including what investors should be looking for from their advisors, the fundamentals of investment and the realities of investment advice in the Canadian Retail Financial Services market place.

Content previously available on line is now available in this particular section of the website and is accessible for a fee.