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.

Learn More

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.

Learn More

Commodities looking cheap: John on BNN

July 31, 2017

John talks about the comparative value of commodities on BNN

Watch Video

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.

Show Me How

Latest Commentary

July 2017 Bond Commentary

Jeff Herold

The Canadian market was the weakest of all global bond markets in July as a combination of strong domestic economic data and expectations of Bank of Canada monetary tightening caused yields to surge higher and prices to fall. In addition, investors realised that the Canadian bond market had become overvalued versus the U.S. one, and […]

Read More

Beware Stock Market CEO Heroes

John Zechner

Stock investors in the U.S., more than most, have a history of attaching a premium value to stocks of companies who are viewed as ‘visionaries’!  Some examples in the past have included Bill Gates of Microsoft, John Chamber at Cisco and Jack Welch at General Electric.  All those CEO’s took their companies to great heights, […]

Read More

Central banks worldwide shifted to a more hawkish stance

Jeff Herold

Global bond markets were weak in June, as central banks worldwide shifted to a more hawkish stance. With economic growth improving in most advanced economies, the need for quantitative easing and ultra-low interest rates diminished and central bankers started planning for gradual reductions in stimulus. The Canadian bond market was one of the weakest in […]

Read More