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.
Learn More
Latest Commentary
Investors Say ‘What War’ as Tech Leads Stocks to New Highs
John Zechner
War! What war? Investors have become accustomed to ignoring negative headlines after four years in which market disruptions have done little to dent global growth momentum. After falling by almost 10% in the first few weeks following the late February initial bombing of sites in Iran by both the U.S. and Israel, stocks turned around […]
Read MorePreferred Share Commentary | March 2026
Jeff Herold
The preferred share market had a poor month in March but outperformed both Canadian bond and equity markets. Financial markets moved lower in the month amid substantial volatility caused by the U.S./Israel war with Iran. The lack of clear U.S. goals in the conflict combined with often conflicting and/or contradictory comments from the U.S. president […]
Read MoreFirst Quarter Letter | March 2026
Jacqueline Ricci
Markets began 2026 on a strong footing, extending the momentum from 2025. In late February, however, sentiment shifted following the U.S. and Israel’s strikes on Iran on February 28, contributing to a meaningful pullback in March. Despite this volatility, the portfolio performed broadly in line with the S&P/TSX Small Cap Index in the first quarter, […]
Read More