Downloads
We place a strong emphasis on personal financial education so that you are well informed, more confident and in control of your financial affairs.
Client Related Downloads
Potential Macdonald, Shymko & Company Ltd. (MSC) clients should review and complete the following prior to meeting with one of our Fee Only Financial Advisors:
- MSC-New-Client-Form (saveable/fillable PDF)
- 2017 Personal Income Tax Return Checklist (PDF)
Investment Philosophy Related Downloads
Reading/Educational Suggestions:
- The Empowered Investor by Keith Matthews
- Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham
- The Investment Answer by Daniel Goldie & Gordon Murray
- Wealthy Boomer Blog by Financial Post Columnist, Jonathan Chevreau
- Fama French Forum
