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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COVID-19 Response

As the current crisis unfolded, we put our disaster recovery protocols into practice. Since the end of March 13th, our staff has been working remotely, with full and secure access to the data necessary to monitor and manage our clients’ portfolios. To learn more about investment and business continuity strategies at this time, click below.

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John shares 2021 outlook on BNN|Bloomberg’s Market Call

December 29, 2020

John offers his concerns with what might be an overly broad, overly bullish consensus on markets in 2021

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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

Bond Commentary ~ December 2020

Jeff Herold

Bonds traded in a narrow range for much of December, with prices moving slightly lower from the end of November. Only in the illiquid trading following Christmas did the bond market finally generate positive returns for the month. The news of COVID-19 vaccinations commencing in Canada and other countries during December was offset by surging […]

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Broad Consensus on a Buoyant Stock Market: a Bit Unnerving!

John Zechner

Stocks continued to work their way higher in December despite record-setting daily increases in COVID-19 cases and deaths, increased state and provincial lockdowns across North America, further delays in implementing the next round of U.S. stimulus and even the continued denial of U.S. election results by President Trump, with risks that he takes on a […]

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Bond Commentary ~ November 2020

Jeff Herold

November was an eventful month, with three COVID-19 vaccines reporting excellent test results, as well as surging numbers of pandemic cases in Canada and the United States, a contentious U.S. election, and a fiscal update from the Canadian federal government. The vaccine news prompted optimism that the pandemic would end sometime next year, with the […]

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