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 on BNN: Screaming Buys in Value Stocks

September 28, 2020

John shares some of his trading strategy, wary of overvalued growth stocks but more comfortable with underpriced value stocks

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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

Special Equity Letter ~ June 2020

Jacqueline Ricci

Global stock markets were strong in the third quarter with robust returns in July and August and a moderate pullback in September. Your portfolio was up +5.9% last quarter and is up +14.2% for the year. In the third quarter, the portfolio outperformed the S&P Canadian Small Cap Index by +1.2% and is ahead of […]

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Bond Commentary ~ September 2020

Jeff Herold

Growing evidence of the pandemic’s second wave in many jurisdictions led investors to become more cautious in September. Rising infection rates attracted more attention than less timely economic data that detailed a robust economic recovery in the summer. Equity markets that had rebounded and, in some cases rose to record highs in early September, consolidated […]

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“October is a particularly dangerous month to speculate in stocks…”

John Zechner

Mark Twain famously wrote the title phrase but then Twain further observed that “July, January, September, April, November, May, March, June, December, August, and February were other dangerous months to be in the market.”  What was said about October has been especially true in U.S. presidential-election years, the Stock Trader’s Almanac finds.  What history actually […]

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