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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Staying Defensive in a Bullish Market | John on BNN Bloomberg

November 29, 2024

John shares his views on the current post-election rally on BNN’s “The Open”

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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

DeepSeek or ‘Deep Fake’? AI Stock Rally Briefly Stumbles   

John Zechner

Stocks stumbled into year end, skipping the traditional ‘Santa Claus Rally’ as investors were more focused on the hawkish comments from the Federal Reserve following their December meeting and the potential fallout from the threatened ‘Trump tariffs’ than they were on the potential economic stimulus and reduced regulatory environment from the incoming U.S. administration.  Bond […]

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Special Equity Commentary | 4th Quarter 2024

Jacqueline Ricci

Welcome to 2025! I hope this year brings health, happiness, and prosperity to all. Equity markets delivered strong returns in 2024, with the S&P/TSX Composite Index gaining +21.7% and the S&P/TSX Small Cap Index rising +18.8%. While Canadian markets performed well compared to many international markets, they lagged U.S. large-cap indices, which were propelled by […]

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Preferred Share Commentary | December 2024

Jeff Herold

The preferred share market ended a remarkable year with another strong month in December. Performance was supported by continued redemption activity. Early in the month investors received $100 million from the redemption of the BIK.PR.A. series, and on the last day of the month, investors received $500 million from the redemptions of the CVE.PR.C, FFH.PR.C […]

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