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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Gold, Tech & the Market | John on BNN Bloomberg’s The Open

October 14, 2025

John Zechner shares his views on the gold run, key tech stocks and the the current market environment

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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

Fourth Quarter Letter | December 2025

Jacqueline Ricci

Welcome to 2026! I hope the year ahead is both happy and prosperous for everyone.  As we close out 2025, we can finally breathe a sigh of relief—portfolio results were exceptional in both the fourth quarter and the full year. Maintaining a significant weighting in materials throughout the year proved to be a major driver […]

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Preferred Share Commentary | December 2025

Jeff Herold

The preferred share market had another strong month in December with redemption proceeds being reinvested in other outstanding preferred share series. Early in the month, investors received a total of $775 million from the CU.PR.I, PPL.PR.I, RY.PR.N and RY.PR.O redemptions, and on the last day of the month, investors received another $671 million from the […]

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Bond Commentary | December 2025

Jeff Herold

Long term yields in several major bond markets, including Canada, moved sharply higher in early December. In part, the rise in yields reflected investors’ reduced expectations for additional monetary easing. While some central banks might lower their interest rates further, many, such as the Bank of Canada, may have reached the lowest rates of this […]

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