High Performance Institutional Money Management

Our goal is to provide our institutional clients with the best possible long-term investment performance commensurate with their specific plan objectives, based on each individual client’s requirements.

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Smart Wealth Solutions for Individuals and Families

We partner with our clients to help them achieve their financial goals. Our service philosophy is simple: we collaborate with our clients to build a straight-forward investment plan that they can live with and stick to.

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Markets Breadth Weak But Not A Washout | BNN Bloomberg’s The Open

September 26, 2025

John shares his views on the current market environment

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If you’ve watched BNN, you know that John is a sought-after market commentator, with deep insights on key sectors, important stocks, as well as the larger economy.

Latest Commentary

Bond Commentary | September 2025

Jeff Herold

The Canadian bond market enjoyed good gains in September, the result of a strong rally in the first half of the month. Weak job creation for the second consecutive month led to a rise in the unemployment rate and sparked speculation that the Bank of Canada would resume lowering interest rates. Bond yields declined and […]

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Stock Continue to ‘Defy Gravity’ on Interest Rate Optimism, Tariff Complacency and AI Spending

John Zechner

The phrase “defying gravity” has both a literal and a metaphorical meaning.  Focus on the latter and welcome to the 2025 stock market!  From the April ‘Liberation Day’ lows, the S&P500 has ripped +33%, adding on +$15 trillion of market value, which is about equivalent to 50% of Gross National Product, notching 26 record highs […]

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Preferred Share Commentary | August 2025

Jeff Herold

The preferred share market traded down with common equity markets on the first day of August due to the release of disappointing employment data in the US. However, over the remainder of the month, like common equity markets, it moved higher and finished with a modest gain for the month. Preferred share performance was aided […]

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