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 talks Big vs Small Tech on BNN

May 6, 2021

John Zechner shares his thoughts on value plays and the difference between big vs small tech, as well as industrials & energy.

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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 | May 2021

Jeff Herold

The bond market remained rangebound in May, as prices and yields stayed within the range established in mid-March. With much of Canada under lockdown restrictions since early in April, investors were willing to look past the temporary negative impact and, consequently, they mostly ignored disappointing economic releases, trusting rising vaccination rates to produce an offsetting […]

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Even the “Author” of the Bull Market Warns of Risks

John Zechner

Stocks rallied and then stumbled a bit in May as investors shifted between buying into the exceptionally strong first quarter earnings reports and then selling on worries about rising inflation rates and the risk that the current economic recovery will lose speed after the re-opening is complete and stimulus support starts to run out.  In […]

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Bullish Sentiment Measures saying ‘We’re all in!’

John Zechner

The stock market continued to work higher in April despite some volatility towards month end.  Canadian stocks rose by another 2.2% to push their ‘globe leading’ gain for the year to almost 10%.   U.S. stocks also pushed higher, driven by strength in the cyclical and transportation sectors and supported by snapback rallies in the big […]

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