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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Shorting Apple, but not Canadian Banks: John Z on BNN’s “The Open”

March 25, 2019

John shares concerns about earnings and Apple, but admires Canadian Banks

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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 ~ April 2019

Jeff Herold

Following the robust gains enjoyed the previous month, it was not surprising to see bond investors exercise a little caution during April. Initially, yields rose and bond prices declined as investors wondered whether they had been too pessimistic about future economic growth and whether their expectations for central bank rate reductions had been too aggressive. […]

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Earnings Take Centre Stage Over Central Banks

John Zechner

Strength in the stock market so far in 2019 has been driven principally by the abrupt shift in tone by the U.S. Federal Reserve in early January from a bias to raising interest rates and reducing the size of their balance sheet to a ‘market loving’ stance of being “patient” about the need for further […]

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Special Equity Commentary ~ March 2019

Jacqueline Ricci

Global stocks had their best first quarter in 20 years as stocks recovered from the massive fourth quarter 2018 decline on lower interest rates and hopes of a 2nd half recovery in 2019. The S&P/TSX Index in Canada gained 13.2% in the first quarter while the S&P500 jumped 14% on strength across the board. While […]

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