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.
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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
Preferred Share Commentary | April 2025
Jeff Herold
In April, the preferred share market, along with other markets, moved down sharply in the days that followed U.S. President Trump’s April 2nd “liberation day”. Trump imposed 10% tariffs on virtually all U.S. imported goods, as well as “reciprocal” tariffs on 60 countries. Equity markets were swift to react, with the S&P 500 plunging over […]
Read MoreBond Commentary | April 2025
Jeff Herold
U.S. President Trump’s erratic policies generated considerable volatility in financial markets during April. Late in the afternoon of April 2nd, Trump imposed 10% tariffs on virtually all U.S. imported goods, as well as “reciprocal” tariffs on 60 countries. Equity markets were swift to react, with the S&P 500 plunging over 12% and the S&P/TSX dropping […]
Read MoreFirst Quarter Letter | March 2025
Jacqueline Ricci
We’re happy to have the first quarter of 2025 in the books. It was a volatile period, but the portfolio delivered strong results—both on an absolute basis and relative to the benchmark. The portfolio returned +12.4%, outperforming the TSX Small Cap Index by +11.4%, which returned just +1.0% last quarter. Below is a summary of […]
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