Burnabilly Investments
Client Portal
Access your Open Book dashboard — real-time portfolio holdings, complete trade history with written rationale, fee breakdowns to the penny, quarterly research notes, and every mistake report we've published since 2006.
- Live Portfolio Dashboard — Current holdings, asset allocation, sector weights, and real-time market values updated throughout every trading day.
- Full Trade History — Every buy and sell we've executed on your behalf, each with a written rationale explaining exactly why the trade was made.
- Fee Transparency Report — A line-by-line breakdown of every dollar charged, including management fees, trading costs, and any third-party expenses — nothing buried, nothing bundled.
- Quarterly Research Notes — The same internal research our six-person investment team uses to make decisions, published unedited for your review.
- Mistake Reports — Positions that didn't work out, what went wrong, and what we learned. Published because accountability requires documentation.
- Secure Document Vault — Your Investment Policy Statement, tax documents, account agreements, and annual performance summaries — all in one place, downloadable anytime.
Important Disclosures
Past performance is not indicative of future results. All investment returns referenced on this website are historical and do not guarantee future performance.
Investing involves risk, including the possible loss of principal. The value of your investments can go down as well as up, and you may receive less than you originally invested.
Burnabilly Investments Inc. is registered as a Portfolio Manager and Investment Fund Manager with the Ontario Securities Commission (OSC) under National Instrument 31-103. Registration No. PM-2006-0847. Investment Fund Manager Registration No. IFM-2009-1203.
Client assets are held at a qualified third-party custodian (CIBC Mellon) and are covered by the Canadian Investor Protection Fund (CIPF) up to $1 million per account category.
The information on this website or a solicitation to buy or sell securities. Please consult your Investment Policy Statement and speak with your portfolio manager before making investment decisions.