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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COVID-19 Response

As the current crisis unfolded, we put our disaster recovery protocols into practice. Since the end of March 13th, our staff has been working remotely, with full and secure access to the data necessary to monitor and manage our clients’ portfolios. To learn more about investment and business continuity strategies at this time, click below.

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It’s not the end of a cycle: John on BNN Bloomberg’s “The Open”

July 19, 2021

John shares his views on the likelihood of a pullback and whether to position defensively.

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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 Shake Off September Worries on Strong Earnings Reports

John Zechner

After suffering the first ‘correction’ in the past year in September (falling almost 5%), stocks snapped back in October, getting an early jump on the traditional year end rally.  The fuel for the gains were the exceptionally strong earnings reports, which started with the major U.S. money centre banks and finishing the month with big […]

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Bond Commentary | October 2021

John Zechner

North American bond yields continued to move higher in October, as central banks prepared to reduce the extraordinary monetary stimulus implemented in response to the start of the pandemic. This combined with the progress in mass vaccinations, continued economic recovery and higher than expected inflation resulted in bond prices moving lower and negative bond returns […]

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Special Equity Commentary | Q3, 2021

Jacqueline Ricci

As discussed in our second quarter letter, we felt the market needed to digest last years move with the recent headwinds providing investors challenges as we move through 2021. The third quarter was just that; we continued to grind sideways with a decidedly downward bias. We do think this correction is healthy and is setting […]

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