Integrity, service, results.
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 MoreWe 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
April 21, 2025
John shares his views on market reactions to Trump’s attacks on Jerome Powell
Watch VideoIf 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.
Our investment management team is made up of engaged thought leaders. Get their latest commentary and stay informed of their frequent media interviews, all delivered to your inbox.
Latest Commentary
Second Quarter Letter | June 2025
Jacqueline Ricci
Another quarter is in the books, and despite some apprehension at the outset—on the heels of President Trump’s tariff threats—the market shrugged off recession concerns and rallied strongly from first‑quarter lows. The portfolio continued its robust performance in Q2, returning +11.9% versus the index’s +11.8%. Gold remained a standout, climbing +4.9% to finish the quarter at US$3,303 per ounce, with […]
Read MoreBond Commentary | June 2025
Jeff Herold
The Canadian bond market eked out a tiny gain for the second straight month. Bond prices moved lower as yields edged higher, but interest income was just sufficient to offset the drop in prices. Volatility was lower than in recent months as the United States continued to try to reshape global trade, but with fewer […]
Read MorePreferred Share Commentary | May 2025
Jeff Herold
In May, the preferred share market continued the strong rebound started in mid April after U.S. President Trump paused his April 2nd “reciprocal” tariffs on most countries for 90 days. In May, the reciprocal tariffs on imports from China were also paused. This led to optimism that a resolution of the trade war could be […]
Read More