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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
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
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Information
Client Contact with Portfolio Manager(s)
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
Quarterly Performance Reports
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
Bond Fund Seminar
RSVP-Signup Form
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Calian Group Ltd
(TSX:
CGY
)
57.20
UNCHANGED
Streaming Delayed Price
Updated: 4:00 PM EST, Jan 6, 2026
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Calian US, Inc. Expands Leadership Team with Addition of Prominent Industry Veterans
December 16, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Announces Independent U.S. Subsidiary and President to Focus on U.S. Government and Defense
December 04, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Reports Record Results for the Fourth Quarter and FY24
November 26, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian to Hold Video Webcast Following Announcement of Fourth Quarter and FY 2024 Results
November 20, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian continues to respond to growing demand for global defence solutions
October 17, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Growing nuclear industry and recent acquisition continue to strengthen Calian nuclear results
October 08, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian announces collaboration to expand Walmart Canada's existing specialty pharmacy offerings for patients
October 01, 2024
Collaboration will unlock a more seamless experience for Walmart Canada patients with chronic medical conditions and complex medication needs, enhancing the retailer's mission to enhance access to...
From
Calian Group Ltd.
Via
GlobeNewswire
Calian collaborates with Microsoft to offer scalable cloud-native cybersecurity solutions
September 27, 2024
With Microsoft Sentinel, Calian customers will have access to enhanced protection through security services
From
Calian Group Ltd.
Via
GlobeNewswire
Ottawa Senators team up with Calian as the official road jersey sponsor
September 12, 2024
Calian, headquartered in Ottawa, is a global company focused on helping the world communicate, innovate, learn and lead safe and healthy lives
From
Calian Group Ltd.
Via
GlobeNewswire
Telesat Selects Calian to Develop and Deploy Element Management System for Telesat Lightspeed Network
September 09, 2024
Agreement with Canadian technology provider includes EMS software lifecycle maintenance and support
From
Calian Group Ltd.
Via
GlobeNewswire
Toronto Stock Exchange, Calian Group Ltd., The View from the C-Suite
September 05, 2024
Toronto, Ontario--(Newsfile Corp. - September 5, 2024) - Kevin Ford, Chief Executive Officer and Patrick Houston, Chief Financial & Development...
Via
Newsfile
Calian Announces Normal Course Issuer Bid
August 28, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Reports Results for the Third Quarter
August 07, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian to Hold Conference Call Following Announcement of Third Quarter FY 2024 Results
July 24, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Reinitiates Share Buyback, Affirming Confidence in Future Prospects
June 05, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Reports Record Results for the Second Quarter
May 14, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian® Completes Acquisition of Mabway, Expanding Military Training and Simulation Solutions Globally
May 10, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Renews $10M Contract for Military Training with Canadian Defence Academy and Military Personnel Generation Group
May 07, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian to Hold Conference Call Following Announcement of Second Quarter FY 2024 Results
May 01, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Secures Contract Valued up to $90M for IT and Software Development Services with General Dynamics Mission Systems– Canada to Support Canadian Army
May 01, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Wins $23 Million Contract for New Military Medical Training Program with the Canadian Armed Forces
April 25, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Announces the Appointment of New President of Advanced Technologies
March 27, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian to Deliver Spectrum Interference Simulation Technology for the Canadian Space Agency
March 21, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Strengthens Nuclear Capability with Acquisition of MDA Ltd. Nuclear Assets
March 05, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Wins Contract to Support Clinical Trial for ZYUS Life Sciences’ Lead Drug Product Candidate
February 20, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Reports on the Election of Directors Voting Results
February 20, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Reports Results for the First Quarter
February 14, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian to Hold Conference Call Following Announcement of First Quarter FY 2024 Results
February 01, 2024
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Completes Acquisition of Decisive Group and Confirms Filing of Audited Financial Statements
December 01, 2023
From
Calian Group Ltd.
Via
GlobeNewswire
Calian Reports Unaudited Results for the Fourth Quarter and FY23
November 27, 2023
From
Calian Group Ltd.
Via
GlobeNewswire
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