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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Latest Commentary
Bond Commentary | May 2026
Jeff Herold
The Canadian bond market was choppy and volatile in May, with overnight developments frequently leading to significant shifts in bond prices and yields. The U.S./Israel war with Iran was, of course, one source of market moving headlines as speculation on peace negotiations led to price fluctuations in bonds, as well as in oil. (Over the […]
Read MoreStocks Keep Rallying as Tech AI Optimism Supersedes Inflationary War Worries
John Zechner
The biggest driver of volatility in the stock market this year has been from the ongoing war in the Gulf Region. There has basically been a binary reaction in the markets as the expectations about the outcome of the war shifts. When the conflict began at the end of February and fears rose about a […]
Read MorePreferred Share Commentary | April 2026
Jeff Herold
The preferred share market rebounded from the negative return in March with a strong month in April, despite no announced redemptions, which have supported performance in recent months. The U.S./Israel war with Iran continued to impact financial markets as oil prices spiked causing bond yields to rise and finish higher on the month due to […]
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