Integrity, service, results.
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 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 More
February 25, 2026
John Zechner shares his on AI valuations, Venezuela and earnings
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 | March 2026
Jeff Herold
Financial markets moved lower in March amid substantial volatility caused by the U.S./Israel war with Iran. The lack of clear U.S. goals in the conflict combined with often conflicting and/or contradictory comments from the U.S. president as well as Iran’s effective closure of the Strait of Hormuz resulted in significant day-to-day swings in financial asset […]
Read MoreStocks Experience ‘Liberation Day Déjà Vu’ but Without a TACO!
John Zechner
It feels very much like a ‘déjà vu 2025’ moment for the stock market in the first quarter as a major new initiative by the U.S. president led to extreme market weakness in March, particularly in the technology sector and negative returns for the first quarter overall. One big difference last year was that the […]
Read MorePreferred Share Commentary | February 2026
Jeff Herold
In February, the preferred share market had a relatively good month but lagged both Canadian bondand equity markets. It was an eventful month, and not just for sports fans watching the Super Bowl andthe Olympics. In mid-February, the U.S. Supreme Court ruled that the “emergency” Liberation Day tariffsthat President Trump had applied to most countries […]
Read More