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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John on BNN: risks for global growth ahead

February 7, 2017

John shares his concerns for global growth in 2017

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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.

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We pride ourselves on our personalized and comprehensive service, and stand beside our clients every step of the way. We’ll make that clear from day one, working with you to make your transition as smooth and seamless as possible.

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Latest Commentary

Special Equity Commentary – Q4 2016

Jacqueline Ricci

2016 is in the books! On the whole, 2016 was a very good year for Canadian equities, with Canadian small cap stocks outpacing most global markets.  For 2016, the J. Zechner Special Equity Fund was up 44.4% and the TSX Small Cap Index was up almost 38.5%. Below is a table of global equity returns.

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Preferred Share Commentary – Jan ’17

Jeff Herold

The Canadian preferred share market started 2017 with a bang, outperforming investment grade bonds, common stocks, and even junk bonds by a significant margin. Unlike other securities, preferred shares were immune from the volatility arising from the changeover in U.S. administrations. In part, the strong performance of preferred shares reflected investors’ ongoing search for attractive […]

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Government Debt is Still the Elephant in the Room

John Zechner

John shares his concerns about debt levels across the globe in his January 2017 commentary

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