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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Markets React to Trumps Attacks on Fed Chair | John on BNN Bloomberg’s Trading Day

April 21, 2025

John shares his views on market reactions to Trump’s attacks on Jerome Powell

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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

Preferred Share Commentary | July 2025

Jeff Herold

In July, the preferred share market had another strong month. Performance was supported by corporate activity that included an anticipated redemption announcement and two acquisitions of preferred share issuers. Preferred share performance was also driven by investors needing to reinvest $650 million to be received from the redemptions of the CM.PR.Q and TD.PF.D series on […]

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Bond Commentary | July 2025

Jeff Herold

The Canadian and U.S bond markets struggled as bond prices declined and yields increased in the first half of July. A partial recovery over the balance of the month eliminated more than half the losses, but the monthly returns remained negative. Investors hoping for easier monetary policy (i.e. interest rate cuts) were disappointed as economic […]

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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 […]

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