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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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June 20, 2024
John shares his thoughts on how to navigate expections of slower economic growth going forward, on BNN’s “The Open”
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
Bond Commentary | October 2024
Jeff Herold
The Canadian bond market declined in October as yields across all maturities rose despite a greater than expected decline in inflation and a larger than normal interest rate reduction by the Bank of Canada. The cause of the weakness was a very weak U.S. bond market that experienced large increases in yields as investors scaled […]
Read MoreStocks at Record Highs and Investors are All In – That’s a Worry!
John Zechner
For all the worries about the impact of the U.S. election on markets, the path of interest rates from the U.S. Federal Reserve and the outlook for corporate profits going into the most volatile period of the year, stock markets ended up being relatively quiet in October. The stock market also had to fight against […]
Read MoreThird Quarter Letter | September 2024
Jacqueline Ricci
And so, the third quarter is in the books! In general, and in hindsight, the quarter was good. It was, however, not without its hiccups. The first few weeks of August and September tested the resiliency of the strategy, but we held the conviction and were rewarded in the end. For the quarter. The portfolio […]
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