Who We Are
J Zechner Associates is an independent firm owned by its employee-partners. We actively manage over $2 billion in assets and have been growing since 1993. We've hand-picked exceptional individuals who - like our clients - are here to stay. We combine a singular level of personalized service, and an award-winning approach to asset management. We are disciplined, top-down, active managers focused on three investment strategies: Canadian Equity, Canadian Fixed Income, and Balanced. Our clients are families, institutions, pension funds and we even provide our distinct portfolio management for other mutual fund companies.