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 on Catherine Murray’s Stock Talk: Uneven Global Recovery & Supply Chains

December 2, 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 2021

John Zechner

North American bond yields experienced some volatility in December. Concerns about the impact of the Covid-19 Omicron variant continued to generate a flight-to-quality bid in the bond market at the beginning of the month, causing yields to fall and prices to rise. In Canada, significant purchases by an Asian central bank were also supportive of […]

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Santa Rally Prevails Over Omicron and a ‘Hawkish’ Fed

John Zechner

When news of the Omicron variant of Covid-19 appeared in late November, stocks sold off sharply and quickly as many investors worried that we could be rolling back into lockdowns.  Moreover, Fed Chairman Powell came out after their December meeting and, rather than reversing recent ‘hawkish’ chatter, he re-iterated that new, tighter stance on interest […]

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The Fed blinks on its ‘Transitory Inflation’ call

John Zechner

It doesn’t seem that long ago that the rhetoric out of the U.S. Federal Reserve (and most central banks) was that they were going to be ‘patient’ in removing monetary stimulus, that the surge in inflation was ‘transitory’ and they were not even “thinking about thinking about” raising interest rates until 2023!  All of that […]

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