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TSL's Turnkey Operation Platform
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Read FULL Seminar Here
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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
Services, Fees and Compensation
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
MARKET RESEARCH
Featured Quarterly Newsletter
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(TSX:
BN
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59.35
+0.58 (+0.99%)
Streaming Delayed Price
Updated: 2:28 PM EDT, Jul 27, 2026
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Why Now Is the Time to Invest in Canada’s Infrastructure Boom
↗
July 23, 2026
Brookfield Corp. (TSX:BN) and another Canadian infrastructure darling that goes for cheap.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
The Canadian Companies Building AI Infrastructure and Why They Matter
↗
July 17, 2026
Brookfield Corp (TSX:BN) stands to benefit from Canada's AI infrastructure buildout.
Via
The Motley Fool
Topics
Artificial Intelligence
Brookfield Wealth Solutions Announces Shareholder Approval of Transaction to Simplify Corporate Structure and Results of 2026 Annual General and Special Meeting
July 16, 2026
From
Brookfield Wealth Solutions
Via
GlobeNewswire
Brookfield Announces Shareholder Approval of Transaction to Simplify Corporate Structure and Results of 2026 Annual and Special Meeting
July 16, 2026
From
Brookfield Corporation
Via
GlobeNewswire
Canadians: How Much Money Should Be in a TFSA to Retire?
↗
July 15, 2026
Canadians should try to maximize the value of their TFSA and grow savings through consistent savings and returns.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
1 More Canadian Stock Set to Make a Fortune From Canada’s Data Centre Buildout
↗
July 13, 2026
Brookfield Renewable Partners (TSX:BEP.UN) could make a lot of money off of Canada's data centre buildout.
Via
The Motley Fool
Topics
Artificial Intelligence
Brookfield Corporation to Host Second Quarter 2026 Results Conference Call
July 13, 2026
From
Brookfield Corporation
Via
GlobeNewswire
A Smart Strategy to Use Your TFSA to Effectively Double Your $7,000 Contribution
↗
July 10, 2026
A $7,000 TFSA contribution may not seem life-changing today, but the right TSX stocks could turn it into a much larger investment over time.
Via
The Motley Fool
Topics
Artificial Intelligence
1 Canadian Stock Set to Make a Fortune From Canada’s Data Centre Buildout
↗
July 10, 2026
Brookfield Corp (TSX:BN) is a Canadian asset manager deeply involved in data centres.
Via
The Motley Fool
Topics
Artificial Intelligence
Energy
Growth, Value, Dividends: 1 Canadian Stock in Each Category to Buy Immediately
↗
July 09, 2026
These three Canadian stocks are worth a closer look today for investors seeking growth, value, or dividends.
Via
The Motley Fool
Topics
Artificial Intelligence
Billionaires Are Dumping Tesla and Loading Up on This TSX Stock
↗
July 08, 2026
Brookfield (TSX:BN) offers a great mix of real assets, recurring earnings, and strong long-term growth potential, helping explain why smart money has been piling into this TSX stock.
Via
The Motley Fool
Topics
Artificial Intelligence
Brookfield Residential 2026 Second Quarter Results Conference Call Notice
July 08, 2026
From
Brookfield Residential Properties ULC
Via
GlobeNewswire
2 Dividend Stocks Worth Holding for the Next 7 Years
↗
July 06, 2026
Both dividend stocks would be excellent long-term buys at good valuations for a long-term holding.
Via
The Motley Fool
Topics
Artificial Intelligence
Retire Richer: 2 Canadian Stocks for a TFSA Built to Last
↗
July 03, 2026
A well-built TFSA can help you retire richer, and these two Canadian stocks have the earnings strength and staying power to support that goal.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
This Canadian Stock is Down 27% and I’ll Still Hold it for Decades
↗
June 30, 2026
Brookfield Asset Management (TSX:BAM) is down in the markets, but its fundamentals are improving.
Via
The Motley Fool
Topics
Artificial Intelligence
Billionaires Appear to Be Unloading Nvidia and Loading Up on This TSX Stock
↗
June 30, 2026
Brookfield Corp. (TSX:BN) might be a lower-risk bet on AI than the likes of the semiconductor names.
Via
The Motley Fool
Topics
Artificial Intelligence
2 Standout Growth Stocks Worth Buying Today and Holding for the Long Haul
↗
June 29, 2026
These two top growth stocks have years of potential to grow both rapidly and consistently, making them ideal long-term investments.
Via
The Motley Fool
Topics
Artificial Intelligence
Canada’s Smart Money Is Piling Into This TSX Leader
↗
June 25, 2026
As investors continue positioning for the long haul, this TSX leader continues to be one of the smartest places to put your money.
Via
The Motley Fool
Topics
Artificial Intelligence
Canadians: How Much Money Should Be in a TFSA to Retire?
↗
June 23, 2026
Canadians should aim to maximize their TFSA and grow savings through consistent investing.
Via
The Motley Fool
Topics
Artificial Intelligence
Retirement
Brookfield Announces Results of Conversion of its Series 24 Preference Shares
June 22, 2026
From
Brookfield Corporation
Via
GlobeNewswire
3 Canadian Stocks Billionaires Are Buying in Bulk
↗
June 16, 2026
Brookfield Corp (TSX:BN) stock is owned by many billionaires.
Via
The Motley Fool
Topics
Artificial Intelligence
This Canadian Stock is Up 94% and Still a Great Deal
↗
June 10, 2026
Brookfield Corp (TSX:BN) is up 94% since December 2023, and the stock still looks like a good value.
Via
The Motley Fool
Topics
Artificial Intelligence
Prediction: The Dip in This TSX Stock is a Buying Opportunity
↗
June 10, 2026
Brookfield Corp. (TSX:BN) might be a big steal on the TSX.
Via
The Motley Fool
Topics
Artificial Intelligence
2 Strong Stocks Worth Putting Your $7,000 TFSA Contribution Into in 2026
↗
June 10, 2026
These two TSX stocks could help put a $7,000 TFSA contribution to work in 2026.
Via
The Motley Fool
Topics
Artificial Intelligence
Brookfield Announces Reset Dividend Rate on Its Series 24 Preference Shares
June 01, 2026
From
Brookfield Corporation
Via
GlobeNewswire
3 Canadian Blue-Chip Stocks to Hold Through 2026 and Beyond
↗
May 27, 2026
These Canadian blue-chip stocks combine strong financials, reliable dividends, and long-term growth potential.
Via
The Motley Fool
Topics
Artificial Intelligence
Brookfield Corporation and Brookfield Wealth Solutions Receive Board Approval for Corporate Simplification
May 26, 2026
From
Brookfield Corporation; Brookfield Wealth Solutions
Via
GlobeNewswire
Brookfield Corporation Announces Renewal of Normal Course Issuer Bid
May 25, 2026
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification
May 14, 2026
From
Brookfield Wealth Solutions
Via
GlobeNewswire
Brookfield Corporation Reports Strong First Quarter Results
May 14, 2026
From
Brookfield Corporation
Via
GlobeNewswire
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