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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John on BNN’s The Open: The worst case scenario isn’t playing out

November 5, 2020

John shares his thoughts on why worst case market scenarios don’t seem to be playing out.

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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

Bond Commentary ~ October 2020

Jeff Herold

For most of October financial markets ignored worsening infection rates in the pandemic’s second wave. Equity markets enjoyed good gains in the first half of the month, with the S&P/TSX up over 2%, while the tech-heavy S&P 500 and NASDAQ gained more than 5% and 7%, respectively. In the bond market, corporate yield spreads narrowed […]

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Is the real bubble in bonds, not stocks?

John Zechner

For most of the past six months stocks have defied the expectations and predictions of strategists and investors, following their collapse in the first quarter of this year.  Despite the Covid-19 virus being impact being much worse than almost anyone would’ve imagined (not many predictions that global cases would be rising at a record level […]

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Special Equity Letter ~ June 2020

Jacqueline Ricci

Global stock markets were strong in the third quarter with robust returns in July and August and a moderate pullback in September. Your portfolio was up +5.9% last quarter and is up +14.2% for the year. In the third quarter, the portfolio outperformed the S&P Canadian Small Cap Index by +1.2% and is ahead of […]

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