We are pleased to announce that we are now offering our research services to both Canadian financial professionals and individual investors on a subscription basis.  

We are now offering two service plans designed to meet your information needs; our Platinum Research Plan and our Standard Research Plan.

Platinum Research Plan

For a low yearly subscription price of only $199 plus HST, you will recieve:

• Unlimited access to our ever expanding, searchable data base of mutual funds, hedge funds and ETF's.
• Our Monthly Investment Fund Ranking Report delivered to your inbox each month.
• Our Recommended List of Fund delivered to your inbox each quarter
• Our Periodic Investment Articles, Portfolio Manager Interviews and Fund Profiles emailed on a periodic basis.
• A 20% discount on our Portfolio Optimization Service***
• Telephone & email support for your mutual fund questions.**
• Access to our fully optimized model portfolios. 

Standard Research Plan

For a low yearly subscription price of only $99 plus HST, you will recieve:

• Our Monthly Investment Fund Ranking Report delivered to your inbox each month.
• Our Recommended List of Fund delivered to your inbox each quarter
• Our Periodic Investment Articles, Portfolio Manager Interviews and Fund Profiles emailed on a periodic basis.

• Simple, easy to understand mutual fund rating system.
• Our focus is on helping you to control overall portfolio risk.
• The emphasis of our research is on identifying those funds which have delivered consistent, strong risk adjusted returns.
• Access to difficult to find fund data such as average monthly return, average monthly value add, monthly volatility, correlations to indices and much more.
• Friendly, responsive, one on one service by qualified staff.
• Cost effective.
• Your satisfaction is guaranteed.

To find our more about our Subscription Research Service, please email us with your questions.  

If you would like to subscribe, please print off and fill out our Subscription Research Order Form , and mail the completed form, along with your payment (payable to D.A. Paterson & Associates Inc.) to:

                                        Subscription Research Service
                                        D.A. Paterson & Associates
                                        2255B Queen Street East
                                        Suite 115
                                        Toronto, Ontario
                                        M4L 3S9

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Our Subscription Research Service is fully guaranteed.  If at any time you are unhappy with our service, simply let us know, and we will gladly refund you the unused portion of your subscription, no questions asked.

We thank you for your interest in Paterson & Associates.

**Some Conditions Apply
***Available to Financial Professionals Only

No Advice

Our services are intended to be for informational purposes only. The information provided on the Paterson & Associates web site is not intended to constitute legal, accounting, financial or tax advice. Many factors unknown to us may affect the applicability of any statement or comment that we make on our web site to your particular circumstances. You should consult with your professional advisers before acting on any information that we have provided.