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: Dividends… Cuts or Growth?

February 23, 2024

John shares his dividend outlook on Canadian Financials

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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

Preferred Shared Commentary | January 2024

Jeff Herold

In January, the preferred share market moved sharply higher, with performance significantly better than both bond and equity markets. From the first trading day to the end of the month, investors seemed to be attracted to the yields available in preferred shares. A large index rebalancing at mid-month reinforced attention on the asset class and […]

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Fourth Quarter Letter | December 2023

Jacqueline Ricci

Good-Bye 2023!! The past year proved to be challenging with the Fed embarking on a rate-tightening cycle to curb inflation and restore it to their targeted level. Consequently, markets experienced numerous fluctuations throughout the year, leaving investors grappling with pivotal questions: recession or a soft landing, persistent rate hikes or a pivot, ongoing global conflicts, […]

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Bond Commentary | January 2024

Jeff Herold

Bond prices declined and yields rose somewhat in January as investor optimism faded regarding central bank interest rate cuts occurring in the near future. Evidence of economic resilience, combined with increases in inflation and central banks reinforcing the need for sustainably lower inflation, caused yields to reverse a portion of their massive declines in November […]

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