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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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Oil sands consolidation is a bet on oil staying above US$50-60

March 22, 2017

John talks about the oil sands and Canadian companies repurchasing properties.

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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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Latest Commentary

Investors continue to wear rose-coloured glasses…

John Zechner

Stocks got off to a much better start in 2017 than they did last year when we saw the worst start to a year in stocks ever!   While stocks did eventually show a good recovery last year after hitting the lows in mid-February, markets did experience trepidation in front of the U.S. election in November.  […]

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Bond Commentary – March 2017

Jeff Herold

The Canadian bond market was remarkably stable in March as a federal budget, a U.S. rate increase and legislative turmoil in that country, and the United Kingdom’s decision to exit the European Union were taken in stride by investors, with each event having minimal impact on the market. Bond yields in Canada and the United […]

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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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