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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Buyer Beware: John on BNN

May 24, 2018

John sees warning flags everywhere for stocks

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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 ~ May 2018

Jeff Herold

The bond market experienced a seesaw month, with prices initially falling and yields rising to multi-year highs. However, fears of a renewed Eurozone crisis and a trade war with the United States prompted a sharp reversal during the second half of the month. Having been down close to 1.00% at mid-month, the Canadian bond market […]

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Stock Buybacks Pushing Markets Higher

John Zechner

In May we saw stocks rally off the February support levels for the third time and then break up through some key resistance levels.  This occurred as strong first quarter earnings report and a resumption of stock buybacks buoyed the stock market averages despite some weaker economic numbers in Europe, Japan and the emerging markets […]

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Bond Commentary – April 2018

Jeff Herold

Canadian bond prices were weak for most of April, following the lead of US Treasuries. Investors appeared to become more comfortable with risk assets as worries about US protectionist trade policies and geo-political risks seemed to subside. In Canada, optimism around NAFTA negotiations contributed to lower bond prices and higher yields. Oil prices reaching levels […]

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