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 shares his outlook on BNN’s Market Call

October 6, 2017

Get John’s insights on the global economy

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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.

Investing With Us Is Easy

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

Canadian Stocks Bounced Back

John Zechner

Canadian stocks bounced back in September, with a total return of 3.0%, pushing the quarterly gain to 3.7% and the year-to-date return to 4.4%. Those returns, though, have lagged that of the world’s other major stock markets, due mostly to the weakness in the Energy sector, which makes up a disproportionate of the Canadian indices. […]

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Bond Commentary – September 2017

Jeff Herold

The Canadian bond market during September gave up almost all of its gains from August. Rising yields in the U.S. bond market led to higher yields and lower bond prices in this country. The sell-off in Canada was exacerbated, however, by a slightly surprising rate increase by the Bank of Canada. As a result, the […]

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Bond Commentary – August 2017

Jeff Herold

Following two months of negative returns, the Canadian bond market turned positive in August. In part, the move higher in bond prices appeared to be simply a rebound from excessive pessimism the previous two months. As well, the U.S. government’s ability to borrow and refinance existing debt requires an increase in the debt ceiling by […]

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