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’s outlook: BNN’s Market Call

November 6, 2017

John shares his concerns with the current market optimism on BNN’s Market Call

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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 – October 2017

Jeff Herold

Continuing the up-down-up monthly pattern that has occurred since mid-year, the Canadian bond market rebounded from the decline of September and enjoyed its best monthly performance of the year during October. Weaker economic data and a more dovish outlook for the Bank of Canada allowed investors to ignore higher U.S. bond yields. As well, concerns […]

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30 – Year Anniversary of the October 19th Stock Market Crash

John Zechner

The 30-year anniversary of the October 19th stock market crash occurred last month. I had started in the business in 1982, just as one of the great bull markets in history was getting underway, so I had not experienced a significant sell-off prior to that day. The 508 point (22.6%) drop for the Dow Jones […]

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Canadian Stocks Bounced Back

John Zechner

Canadian stocks bounced back in September, with a total return of 3.0%, pushing the quarterly gain to 3.7% and the year-to-date return to 4.4%. Those returns, though, have lagged that of the world’s other major stock markets, due mostly to the weakness in the Energy sector, which makes up a disproportionate of the Canadian indices. […]

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