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

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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Bond Commentary | December 2024

Jeff Herold

The Canadian bond market experienced a second consecutive volatile month in December, with 10-year Canada bond yields again trading in a wide 40 basis point range. Despite interest rate reductions by the Bank of Canada and the U.S. Federal Reserve, most bond yields moved higher in the month, with a very weak U.S. market leading […]

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