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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Staying Defensive in a Bullish Market | John on BNN Bloomberg

November 29, 2024

John shares his views on the current post-election rally on BNN’s “The Open”

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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 | December 2024

Jeff Herold

The preferred share market ended a remarkable year with another strong month in December. Performance was supported by continued redemption activity. Early in the month investors received $100 million from the redemption of the BIK.PR.A. series, and on the last day of the month, investors received $500 million from the redemptions of the CVE.PR.C, FFH.PR.C […]

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Bond Commentary | December 2024

Jeff Herold

The Canadian bond market experienced a second consecutive volatile month in December, with 10-year Canada bond yields again trading in a wide 40 basis point range. Despite interest rate reductions by the Bank of Canada and the U.S. Federal Reserve, most bond yields moved higher in the month, with a very weak U.S. market leading […]

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If You Build It They Will Come, But Will AI Investments Deliver This “Field of Dreams?   

John Zechner

The 2016 post-election playbook has worked so far in 2024, but we believe that 2025 may end up looking more like 2018 than 2017.  When the 2016 election results were first known, stock futures took a major drop as investors had not expected the win, and the candidate seemed to have a lot of controversial […]

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