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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Gold, Tech & the Market | John on BNN Bloomberg’s The Open

October 14, 2025

John Zechner shares his views on the gold run, key tech stocks and the the current market environment

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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 | November 2025

Jeff Herold

Canadian bond yields fluctuated in a narrow band in November. The yields initially drifted higher as investors reflected on the Bank of Canada’s October 30th announcement that it did not anticipate further rate reductions. Later in the month, though, some weaker than expected economic data in the United States caused a rally in Treasuries that […]

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Technology Stocks Lose Their Glow as Some ‘AI Doubters’ Emerge

John Zechner

The investor romance with technology stocks (and those focused on artificial intelligence in particular) hit some of the largest setbacks in November since the ‘Deepseek scare’ earlier this year.  These worries surfaced even though industry leader and ‘poster child’ for the AI boom, NVidia released their third quarter earnings report.  They once again blew past […]

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Bond Commentary | October 2025

Jeff Herold

October was an eventful month, with the U.S. federal government shutting down, Canada – U.S. trade negotiations temporarily paused following an Ontario TV ad featuring Ronald Reagan, and a truce agreed by China and the United States re their trade disputes. After trading sideways in the first week, bond yields dropped sharply when China and […]

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