Fixed Income:

  • Federal and Provincial Government Bonds,
  • Corporate Bonds,
  • USD Denominated Corporate Bonds,
  • Strip Bonds,
  • Fixed Income Mutual Funds

Equities:

  • Common Shares (Canadian and Foreign),
  • Preferred Shares (Canadian and Foreign);
  • Equity & Balanced Mutual funds,
  • Exchange Traded Funds (ETFs),
  • American Depository Receipts (ADRs),
  • Real Estate Investment Trusts (REITs),
  • Income Trust Units,
  • Options and Warrants;
  • Index and Stock Options, LEAPs,
  • Long and Short Positions.

Please feel free to reach out to me: bshaw@mackieresearch.com

Insurance:

(Offered through Mackie Research Financial Services Inc.)
  • Whole Life,
  • Universal Life,
  • Term,
  • Accident and Sickness
  • Annuities
  • Segregated Mutual Funds

Cash & Equivalent:

  • Money Market Funds,
  • GIC’s
  • Canadian and US Government Treasury Bills,
  • High Interest Savings Accounts,
  • Bankers Acceptances

Other Alternatives:

  • Limited Partnersships and Private Placements,
  • Derivative Strategies,
  • Covered Calls,
  • Portfolio Hedging