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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People are Becoming a Little More Selective | John on BNN Bloomberg’s The Open

February 25, 2026

John Zechner shares his on AI valuations, Venezuela and earnings

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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

Stocks Experience ‘Liberation Day Déjà Vu’ but Without a TACO!

John Zechner

It feels very much like a ‘déjà vu 2025’ moment for the stock market in the first quarter as a major new initiative by the U.S. president led to extreme market weakness in March, particularly in the technology sector and negative returns for the first quarter overall.  One big difference last year was that the […]

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Preferred Share Commentary | February 2026

Jeff Herold

In February, the preferred share market had a relatively good month but lagged both Canadian bondand equity markets. It was an eventful month, and not just for sports fans watching the Super Bowl andthe Olympics. In mid-February, the U.S. Supreme Court ruled that the “emergency” Liberation Day tariffsthat President Trump had applied to most countries […]

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U.S. Tech Stocks Fall on Investor Worries about “SaaS-pocalypse”

John Zechner

Canadian stocks continued their upward move in February, rising over 7%, driven by ongoing strength in basic materials (up 21% on the month), energy and banks.  The U.S. stock market, on the other hand, continued to struggle as the AI-fuelled technology rally ran into some serious headwinds.  The S&P500 had its worst month since ‘Liberation […]

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