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 | 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 […]

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Bond Commentary | May 2025

Jeff Herold

The Canadian bond market narrowly avoided suffering its third consecutive monthly decline in May as higher than expected inflation and a weak U.S. bond market caused Canadian bond yields to rise and prices to decline. Interest earned was just sufficient, though, to offset the lower prices. U.S. President Trump continued his pattern of applying massive […]

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Stock Market Putting Trade Worries Behind But the Bond Market is Skeptical!

John Zechner

Seven short weeks ago, markets were staring down the barrel of the third-worst four-day stretch for stocks over the past 25 years.  From those lows, the S&P500 has since snapped back over 20% to lift it back into positive terrain for 2025 and since the November election.  May then became the first month since January […]

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