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 Share Commentary | April 2024

Jeff Herold

In April, once again preferred share redemptions by banks and speculation regarding future redemptions drove the preferred share market higher. The preferred share market moved sideways for the first part of the month as bond yields moved higher and equity market weakness pulled risk assets lower. However, the market turned around when Royal Bank of […]

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Bond Commentary | April 2024

Jeff Herold

For the third month in four to start 2024, Canadian bond prices declined and yields moved higher in April. The shift to higher yields was part of a global trend led by U.S. Treasuries as investors substantially revised their expectations of when the Federal Reserve would begin lowering interest rates. Stronger than expected U.S. economic […]

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First Quarter Letter | March 2024

Jacqueline Ricci

Was that the turning point? The first quarter of 2024 started slowly but ended well. The market had many ups and downs centered around interest rate expectations. At the start of the year the dot plot was signalling five rate reductions in 2024. An aggressive number given that Fed Chairman Powell still did not see […]

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