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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John looks at downside risks in the US on BNN

September 28, 2018

John talks about exuberance in the US economy, as well as and Canadian pot stocks.

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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.

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We pride ourselves on our personalized and comprehensive service, and stand beside our clients every step of the way. We’ll make that clear from day one, working with you to make your transition as smooth and seamless as possible.

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Latest Commentary

Special Equity Letter ~ June 2018

Jacqueline Ricci

For the second quarter of 2018, Canadian stocks rebounded and outperformed most global stock markets. The portfolio was up +5.1% for the quarter, versus the TSX Small Cap being up +6.6%. The Portfolio’s return was less than the index in large part due to the base metal position. Below is a table of Canadian and […]

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Bond Commentary ~ Sept. 2018

Jeff Herold

Bond yields climbed steadily through much of September as investors were cautiously optimistic that the NAFTA negotiations would be successfully concluded and that North American central banks would continue to gradually raise short term interest rates. In the end, the optimism was well founded as an agreement to revise the trade agreement was made on […]

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Return of the Bubbles: Ten Years After Lehman

John Zechner

Stocks in the U.S. continued their uptrend in September, traditionally the worst month for the market each year, while other global markets continued to deteriorate. Ten years ago, we were in the midst of the Financial Crisis as the collapse of Lehman Brothers put the final ‘nail in the coffin’ on the mortgage finance bubble […]

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