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.

Learn More

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.

Learn More

Markets React to Trumps Attacks on Fed Chair | John on BNN Bloomberg’s Trading Day

April 21, 2025

John shares his views on market reactions to Trump’s attacks on Jerome Powell

Watch Video

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

First Quarter Letter | March 2025

Jacqueline Ricci

We’re happy to have the first quarter of 2025 in the books. It was a volatile period, but the portfolio delivered strong results—both on an absolute basis and relative to the benchmark. The portfolio returned +12.4%, outperforming the TSX Small Cap Index by +11.4%, which returned just +1.0% last quarter. Below is a summary of […]

Read More

Preferred Share Commentary | March 2025

Jeff Herold

In March, the preferred share market moved down for the first half of the month as financial markets waited for details on U.S. tariffs that were pushed back to April 2nd. Conflicting comments from U.S. President Trump and his various competing aides made it difficult to anticipate what the tariff policy would be ultimately. However, […]

Read More

Bond Commentary | March 2025

Jeff Herold

For much of March bonds traded in a relatively narrow but choppy range as investors waited details on U.S. tariffs that were pushed back to April 2nd. Conflicting comments by U.S. President Trump and by his various competing aides made it difficult to anticipate what the tariff policy would ultimately be. However, it appeared that […]

Read More