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.

Learn More

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.

Learn More

John looks at energy, large-cap valuations on BNN

November 26, 2018

John Zechner talks large caps, Canadian oil discounts and valuations on BNN’s Market Call

Watch Video

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.

Investing With Us Is Easy

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.

Show Me How

Latest Commentary

Bond Commentary ~ November 2018

Jeff Herold

Bonds enjoyed a flight-to-safety bid in November as continued equity volatility, plunging oil prices, and diminished expectations for economic growth caused investors to become more cautious about risk. Bond yields rose modestly until November 8th as stock markets rallied following the sharp sell-offs in October. However, government bond yields declined over the balance of the […]

Read More

Bond Commentary ~ October 2018

Jeff Herold

Bond yields moved sharply higher in the first week of October with the news of the successful renegotiation of NAFTA and the prospect of a Bank of Canada interest rate increase later in the month that was reinforced by strong labour market data. However, yields moved lower over the next three weeks as precipitous drops […]

Read More

Special Equity Commentary ~ September 2018

Jacqueline Ricci

The third quarter was a challenging environment for non-US investors. Global equity returns showed the US markets climbing “a wall of worry” with the S&P 500 posting a +5.9% return, while most international markets struggled. Canada continued to underperform due to its large weight in cyclical stocks. One of the hardest hit equity markets was […]

Read More