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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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People are Becoming a Little More Selective | John on BNN Bloomberg’s The Open

February 25, 2026

John Zechner shares his on AI valuations, Venezuela and earnings

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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

U.S. Tech Stocks Fall on Investor Worries about “SaaS-pocalypse”

John Zechner

Canadian stocks continued their upward move in February, rising over 7%, driven by ongoing strength in basic materials (up 21% on the month), energy and banks.  The U.S. stock market, on the other hand, continued to struggle as the AI-fuelled technology rally ran into some serious headwinds.  The S&P500 had its worst month since ‘Liberation […]

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Preferred Share Commentary | January 2026

Jeff Herold

Despite a month of broad financial market volatility, preferred shares ended with another gain in January. The new year opened with U.S. President Trump dominating the headlines and generating considerable uncertainty in bond and stock markets. January began with the U.S. seizing the President of Venezuela and his wife on drug trafficking charges. Trump then […]

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Bond Commentary | January 2026

Jeff Herold

The new year began with U.S. President Trump dominating the headlines and generating uncertainty that led to volatility in financial markets. Geopolitically, January began with the U.S. seizing the President of Venezuela and his wife on drug trafficking charges. Trump then turned his attention to Greenland demanding Denmark surrender ownership. Initially, military force was not […]

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