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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
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(TSX:
BN
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63.60
+1.88 (+3.05%)
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Updated: 2:41 PM EDT, Jun 9, 2026
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Brookfield Announces Reset Dividend Rate on Its Series 24 Preference Shares
June 01, 2026
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These Canadian blue-chip stocks combine strong financials, reliable dividends, and long-term growth potential.
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Brookfield Corporation and Brookfield Wealth Solutions Receive Board Approval for Corporate Simplification
May 26, 2026
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Brookfield Corporation Announces Renewal of Normal Course Issuer Bid
May 25, 2026
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Brookfield Wealth Solutions Announces First Quarter Results and Corporate Simplification
May 14, 2026
From
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Brookfield Corporation Reports Strong First Quarter Results
May 14, 2026
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GlobeNewswire
3 Top-Tier Canadian Stocks That Just Bumped Up Dividends Again
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May 09, 2026
These top Canadian dividend stocks keep increasing payouts, continuing multi-year dividend-growth streaks. They should be on your radar.
Via
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This Stock, Up Over 306% in 10 Years, Looks Like a Genius Buy Right Now
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May 03, 2026
Brookfield stock appears to be a genius buy for long-term investors, particularly on market dips.
Via
The Motley Fool
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3 Canadian Stocks That Billionaire Investors Have Been Accumulating
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May 01, 2026
Here are three TSX stocks that some of the richest investors seem to be taking an interest in and why you should too.
Via
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These Are the Best High-Yield Dividend Stocks of 2026
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April 30, 2026
These five stocks offer the best balance of yield, dividend growth, and upside.
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The Investment Strategies Baby Boomers Should Be Thinking About as Retirement Approaches
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April 27, 2026
Brookfield Corp. (TSX:BN) stands out as a compelling play for Canadian retirees to watch closely.
Via
The Motley Fool
Topics
Artificial Intelligence
Bonds
Economy
Here’s My Highest Conviction Canadian Stock to Buy Right Now
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April 17, 2026
Opportunity can be found by focusing on overlooked parts of the market like the hard assets of Brookfield Corp.
Via
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Brookfield Corporation Announces Pricing of C$500 Million of Medium-Term Notes Due 2036 and C$250 Million Re-Opening of Medium-Term Notes Due 2055
April 16, 2026
From
Brookfield Corporation
Via
GlobeNewswire
Brookfield Corporation to Host First Quarter 2026 Results Conference Call
April 14, 2026
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GlobeNewswire
3 Canadian Dividend Stocks Whose Passive Income Continues to Grow Over Time
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April 10, 2026
These dividend stocks are set to grow investors' passive income over time and are great buys on market dips.
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Brookfield Residential 2026 First Quarter Results Conference Call Notice
April 09, 2026
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GlobeNewswire
Brookfield Wealth Solutions Reports $20 Billion of Capital Backing Insurance Companies
April 09, 2026
Strong financial position supports ‘A’ ratings across life and annuity companies and underpins continued global expansion
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Brookfield Wealth Solutions
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GlobeNewswire
2 Canadian Stocks Supercharged to Surge in 2026
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April 08, 2026
Brookfield and NexGen Energy are two Canadian stocks with explosive upside in 2026. Here's why investors shouldn't sleep on either one right now.
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2 Canadian Dividend Giants Worth Buying While Rates Stay on Hold
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April 08, 2026
Brookfield Corp (TSX:BN) can profit with the Bank of Canada holding rates steady.
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If I Had to Pick Just One Stock to Hold Forever, This Would Be My Choice
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Brookfield Corp (TSX:BN) is a high quality stock.
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What’s on Tap for Brookfield Stock in 2026?
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April 06, 2026
Brookfield stock is a good growth idea to consider for long-term investors, given it has multiple megatrends to invest for growth.
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The Motley Fool
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The Market Is Worried That Private Credit Is the Next Shoe to Drop. 5 Things Investors Need to Know.
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March 26, 2026
Investors have been concerned about private credit for months now, largely because it's difficult to know what's going on in this opaque sector.
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A Canadian Dividend Stock Down 13.5% to Buy & Hold Forever
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March 18, 2026
Brookfield Corp (TSX:BN) has been unjustifiably beaten down.
Via
The Motley Fool
Brookfield Corporation Completes Annual Filings
March 18, 2026
From
Brookfield Corporation
Via
GlobeNewswire
If I Could Only Buy and Hold a Single Stock, This Would Be it
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March 14, 2026
Brookfield (TSX:BN) is a very high-quality stock.
Via
The Motley Fool
The Best Stocks to Invest $1,000 in Right Now
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March 13, 2026
These top stocks combine diversification, durable business models, and long-term wealth-building potential for patient investors.
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The Canadian Companies Driving the AI Infrastructure Buildout — and Why It Matters
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March 10, 2026
Brookfield Corp. (TSX:BN) looks too good to ignore as its $100 billion spend seeks to unlock serious long-term value.
Via
The Motley Fool
Topics
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Energy
3 Top-Tier Canadian Stocks That Just Bumped Up Dividends Again
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March 09, 2026
These top Canadian stocks just raised their dividends last month, continuing their multi-year streak. They should at least be on your watchlist.
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If I Had to Start Investing From Scratch With $10,000, Here's Exactly What I'd Do
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February 28, 2026
Here's what two of our analysts would do if they could start their portfolios again.
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Got $3,000? 2 Monster Growth Stocks to Buy Right Now Without Hesitation
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February 28, 2026
Here are two of the best TSX growth stocks that Canadian investors can buy today and hold for decades to come.
Via
The Motley Fool
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