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Learn MoreWe 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 MoreAs 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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December 29, 2020
John offers his concerns with what might be an overly broad, overly bullish consensus on markets in 2021
Watch VideoIf 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.
Our investment management team is made up of engaged thought leaders. Get their latest commentary and stay informed of their frequent media interviews, all delivered to your inbox.
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 […]
Read MoreBroad 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 […]
Read MoreBond 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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