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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John on BNN Bloomberg’s Market Call

October 18, 2019

John shares his thoughts on the market along with his top picks

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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.

Investing With Us Is Easy

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 ~ October 2019

Jeff Herold

Global bonds moved in wide ranges during October as investor sentiment about economic growth swung from pessimism to optimism and back. On the first day of the month, surprisingly weak U.S. manufacturing data caused global bond yields to drop as investors feared slowing growth. Yields continued to fall until, later in that week, robust labour […]

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S&P500 to new highs on trade optimism & lower rates

John Zechner

While we have been cautious about the global economy and its impact on corporate earnings, stock markets had been ignoring those risks as investors focused on supportive low interest rates from central bankers and continued optimism about a reduction in trade tensions between the U.S. and China.   Our view has been that weaker third quarter […]

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Special Equity Letter ~ September 2019

Jacqueline Ricci

The third quarter proved to be challenging for Canadian small caps stocks. As we moved through the quarter, small cap volatility ratcheted up as global growth indicators deteriorated on trade concerns. Tensions between China and the U.S. as well as Brexit headlines were responsible for most of the negativity in the markets. Last quarter the […]

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