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Our Clients

Why investors choose CPSR?

The benefits provided by CPSR...

"In-depth research into both the underlying Preferred issuer/company and the modelling of the value of the dividend stream within the context of 5-year government bond rates and the Preferred’s reset feature. Benefiting from CPSR’s significant deep dive and understanding of the underlying issuer or company. CPSR is an in-depth, extremely high-quality Equity analysis projected onto the issuer’s preferred shares, overlaid with a reset valuation model"

James Rodgers; CPA, CA
Senior VP  & Portfolio Manager, Investment Advisor 

Richardson Wealth