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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Gold, Tech & the Market | John on BNN Bloomberg’s The Open

October 14, 2025

John Zechner shares his views on the gold run, key tech stocks and the the current market environment

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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.

Latest Commentary

‘Golden’ Canadian Stocks Helped the TSX Outpace U.S. ‘AI Crazed’ Markets in 2025

John Zechner

For only the third time in the past 15 years we saw Canada’s TSX Index generate a higher annual return than the U.S. S&P500 Index in 2025.  Going into the last trading day of the year, the TSX is sporting a gain of over 28% while the S&P500 is ahead by about 18%.  Headlining the […]

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Preferred Share Commentary | November 2025

Jeff Herold

The preferred share market had a seesaw month in November, first declining, then rallying back to finish little changed. The first part of the month was dominated by new issue supply totalling $801 million, while the latter part of the month had $550 million of redemptions requiring reinvestment and announcements of a further $671 million […]

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Bond Commentary | November 2025

Jeff Herold

Canadian bond yields fluctuated in a narrow band in November. The yields initially drifted higher as investors reflected on the Bank of Canada’s October 30th announcement that it did not anticipate further rate reductions. Later in the month, though, some weaker than expected economic data in the United States caused a rally in Treasuries that […]

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