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home
about us
Investment Approach
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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(TSV:
EPF
)
0.4550
-0.0300 (-6.19%)
Streaming Delayed Price
Updated: 1:34 PM EST, Feb 23, 2026
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Press Releases about EPF
Everyday People Financial Corp. and XTM Inc. Announce Strategic Management Services Agreement to Integrate Canadian Payments Operation
October 24, 2025
From
XTM Inc.
Via
Business Wire
Everyday People Financial Announces the Appointment of Graham Rankin as Co-CEO and Director
August 25, 2023
Edmonton, Alberta--(Newsfile Corp. - August 25, 2023) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Financial Reports Strong Financial Results for the Three and Six Months Ended June 30, 2023
August 14, 2023
Revenue of $10.8 million for the three months ended June 30, 2023, up 125% as compared to $4.8 million for...
Via
Newsfile
Everyday People Financial Announces Voting Results of its Annual and Special Meeting of Shareholders and Annual Approval of its Omnibus Share Incentive Plan
July 31, 2023
Edmonton, Alberta--(Newsfile Corp. - July 31, 2023) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Financial Announces Letter of Intent with Zinc Group
July 31, 2023
Potential to expand Everyday People's business process outsourcing services with another UK revenue cycle management company with established global reach.Potential...
Via
Newsfile
Everyday People Financial Signs Share Purchase Agreement to Acquire Pastdue Credit Solutions Limited
July 20, 2023
Edmonton, Alberta--(Newsfile Corp. - July 20, 2023) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Topics
Artificial Intelligence
Everyday People Financial Reports Financial Results for the Three Months Ended March 31, 2023
May 23, 2023
Revenue of $8.0 million for the three months ended March 31, 2023, up 78% as compared to $4.5 million for...
Via
Newsfile
Everyday People Financial Reports Financial Results for Three and 15 Months Ended December 31, 2022 and Corporate Growth Strategy Update
May 02, 2023
Revenue of $4.8 million for the three months ended December 31, 2022, up 37% compared to $3.5 million for the...
Via
Newsfile
Everyday People Financial Announces Appointment of Gordon Reykdal as Executive Chairman
April 03, 2023
Edmonton, Alberta--(Newsfile Corp. - April 3, 2023) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Financial Closes Acquisition of Groupe Solution Collect Solu
March 31, 2023
Edmonton, Alberta--(Newsfile Corp. - March 31, 2023) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Financial Signs Share Purchase Agreement to Acquire Groupe Solution and Secures C$5.3 Million in Debt Financing from a Leading Canadian Bank
March 21, 2023
Edmonton, Alberta--(Newsfile Corp. - March 21, 2023) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Financial Announces Expansion of EP Care to 50 Dental Clinics Across Canada
January 17, 2023
Edmonton, Alberta--(Newsfile Corp. - January 17, 2023) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Financial Closes Acquisition of General Credit Services
January 03, 2023
Expands Everyday People's revenue cycle management and business process outsourcing services with one of Canada's fastest growing collection companiesAdds large...
Via
Newsfile
EP Homes Features Bridge to Homeownership(TM) Program Clients and Accelerates Program Based on Increased Demand
December 13, 2022
Edmonton, Alberta--(Newsfile Corp. - December 13, 2022) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Financial Announces Execution of Definitive Purchase Agreement to Acquire General Credit Services
December 09, 2022
Edmonton, Alberta--(Newsfile Corp. - December 9, 2022) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Financial Reports Financial Results for Three and 12 Months Ended September 30, 2022
November 18, 2022
Edmonton, Alberta--(Newsfile Corp. - November 18, 2022) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Financial Announces Change in Financial Year-End
November 17, 2022
Edmonton, Alberta--(Newsfile Corp. - November 17, 2022) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
Everyday People Announces C$15,000,000 Revolving Line of Credit
November 02, 2022
Edmonton, Alberta--(Newsfile Corp. - November 2, 2022) - Everyday People Financial Corp. (TSXV: EPF) ("Everyday People" or the "Company"), a...
Via
Newsfile
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