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: slower economic growth expectations

June 20, 2024

John shares his thoughts on how to navigate expections of slower economic growth going forward, 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

Preferred Share Commentary | May 2024

Jeff Herold

In May, the preferred share market moved sharply higher. The month began strongly with reinvestment related buying appearing to carry over from the last day of April when investors received $850 million from redemptions. In the last week of the month, additional reinvestment related buying activity boosted the market as investors received another $1.35 billion […]

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Bond Commentary | May 2024

Jeff Herold

Last month we noted the strong correlation between yields of U.S. Treasuries and the bonds of other countries, including Canada. In May, that correlation continued but was made more remarkable due to the difference in their prospective monetary policies. Economic activity in Canada was tepid at best and the inflation rate continued to decelerate. In […]

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Stocks Recover April Losses But Winners Not Widespread

John Zechner

Investors shrugged off the April downturn in stocks and got back on the buy side in May, once again putting to rest (for now) the old adage from the stock market almanac to ‘Sell in May and Go Away’.  But the gains were incredibly narrow as investors once again focused almost solely on the Artificial […]

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