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: Market Outlook

July 15, 2019

John shares his current outlook on the market

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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.

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We pride ourselves on our personalized and comprehensive service, and stand beside our clients every step of the way. We’ll make that clear from day one, working with you to make your transition as smooth and seamless as possible.

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Latest Commentary

Bond Commentary ~ August 2019

Jeff Herold

Global bond markets staged a remarkable rally in August with strong price gains and lower yields as trade tensions dominated investors’ attention. The trade war between the United States and China appeared to shift into a dangerous new phase, with new rounds of retaliatory tariffs and a demand from U.S. president Trump that U.S. companies […]

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Investors Take Cover as Trump ‘Ups the Ante’

John Zechner

Trump talks up the Trade War and berates the Federal Reserve There was no shortage of news and market volatility again in August as the U.S./China trade war, the G7 meeting in France, the central bank summit at Jackson Hole and the continued berating of Federal Reserve Chief Jerome Powell by President Donald Trump all […]

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Bond Commentary ~ July 2019

Jeff Herold

The Canadian bond market moved in a see-saw pattern in July, with yields first rising and then declining as investors awaited the seemingly inevitable monetary easing by the U.S. Federal Reserve on July 31st. Favourable economic news was generally ignored as investors debated whether the Fed’s move would be 25 or 50 basis points and […]

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