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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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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Best rallies in bear markets? John Z on BNN’s “The Open”

December 27, 2018

John puts the recent sell off (and Boxing Day bump in US markets) in context.

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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

Bond Commentary ~ February 2019

Jeff Herold

The Canadian bond market tread water in February, with prices and yields moving in narrow ranges. In contrast with equity investors bidding up stock markets (the S&P/TSX Composite and the S&P 500 were both up roughly 3% in the month), bond investors appeared to be waiting for greater clarity re future growth and central banks’ […]

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Is the Stock Market Glass ‘Half-Empty’ or ‘Half-Full’?

John Zechner

Global stocks and commodities continued to rally off the December lows in February as the ‘risk on’ trade is fully back in force.  While even those with bearish views, such as ourselves, saw that stocks had gotten extremely oversold into the Christmas Eve lows (when we covered most of our short positions and went ‘net […]

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Bond Commentary ~ January 2019

Jeff Herold

The overly pessimistic economic outlook of late 2018 was alleviated in January as various financial markets switched from anticipating an imminent recession to expecting that the pace of growth would slow but remain positive. Equity markets were particular beneficiaries of the improved outlook, with the S&P/TSX Composite jumping 8.5% in the month, and the S&P […]

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