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.
Learn More
October 14, 2025
John Zechner shares his views on the gold run, key tech stocks and the the current market environment
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 | December 2025
Jeff Herold
Long term yields in several major bond markets, including Canada, moved sharply higher in early December. In part, the rise in yields reflected investors’ reduced expectations for additional monetary easing. While some central banks might lower their interest rates further, many, such as the Bank of Canada, may have reached the lowest rates of this […]
Read More‘Golden’ Canadian Stocks Helped the TSX Outpace U.S. ‘AI Crazed’ Markets in 2025
John Zechner
For only the third time in the past 15 years we saw Canada’s TSX Index generate a higher annual return than the U.S. S&P500 Index in 2025. Going into the last trading day of the year, the TSX is sporting a gain of over 28% while the S&P500 is ahead by about 18%. Headlining the […]
Read MorePreferred Share Commentary | November 2025
Jeff Herold
The preferred share market had a seesaw month in November, first declining, then rallying back to finish little changed. The first part of the month was dominated by new issue supply totalling $801 million, while the latter part of the month had $550 million of redemptions requiring reinvestment and announcements of a further $671 million […]
Read More