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’s Outlook on BNN’s Market Call

February 16, 2018

John shares his outlook for the markets on BNN’s Market Call, February 15, 2018

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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 – January 2018

Jeff Herold

Global bond prices moved lower, as resurgent economic growth and the potential for reductions in monetary stimulus caused investors to become more defensive. Canadian bonds were no exception; their yields moved higher, participating in, but not leading, the trend. Yields of 10-year Canada Bonds, for example, rose 25 basis points in the month, but the […]

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Public Investors “All In” on Current Rally

John Zechner

The first month of 2018 looked a lot like all of last year, with U.S. stocks fighting their way higher and even the slightest pullback being quickly met by a large influx of new buying, especially in Index Funds.  Canada, once again, is lagging due to some more weakness in energy stocks despite the move […]

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Does this bull leave legs to keep stocks rising in 2018?

John Zechner

Canada’s main stock index slipped on the last trading day of 2017 as some energy and mining stocks pulled back, but the index notched a 6% gain for the year, underperforming the three main U.S. indexes as its large energy component dragged.on the Canadian market.   Other key global indices surged higher throughout 2017 as continued […]

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