Written by CEO & CIO, Bruce Murray, CFA.

Dear Valued Clients and Friends,

July 1st marks a tremendous milestone for The Murray Wealth Group – our 10th Anniversary. As we reflect on the past decade, we are filled with immense pride and gratitude for what we have built together.

I founded The Murray Wealth Group with a clear vision: to leverage decades of experience and a proven, disciplined investment process to deliver superior long-term investment strategies tailored to the needs of Canadian investors, and to do so at a fairer price. This independent approach has allowed us to consistently prioritize your financial well-being above all else.

We are incredibly proud of our performance:

• Our MWG Global Equity Growth Fund achieved a 10-year compound return of 14.2%*.
• Our MWG Income Growth Fund delivered a 10-year compound return of 10.2%*.

We anticipate both funds will rank strongly within the top decile of their categories over longer-term measurement periods when surveys are released later this summer. These results are a testament to our consistent investment process and, most importantly, your trust and partnership.

What began with a vision of offering disciplined investment strategies and exceptional client service has grown into a firm recognized for its commitment to transparency, strong performance, and long-term value. For a decade, our portfolios have navigated complex markets with resilience, delivering results we are truly proud of.

To our clients, thank you for allowing us to be stewards of your capital. We are grateful for your trust in our shared vision.

With sincere appreciation,
Bruce Murray

Why Independent Matters More Than Ever

In today’s evolving financial landscape, the stability and client-focused approach of an independent wealth management firm are more critical than ever. Unlike institutions tied to large banks or corporations, The Murray Wealth Group operates with complete autonomy, meaning our interests are always directly aligned with yours. As always, we are invested alongside our clients.

We invite you to discover the Murray Wealth Group difference. If you or someone you know is seeking a dedicated and independent approach to wealth management, we would be pleased to offer a complimentary portfolio review and consultation.

Contact us today or visit our website to learn how our disciplined strategies can help you achieve your financial aspirations.

*Returns are 10 year returns for Series O units through June 30, 2025