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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People are Becoming a Little More Selective | John on BNN Bloomberg’s The Open

February 25, 2026

John Zechner shares his on AI valuations, Venezuela and earnings

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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 | March 2026

Jeff Herold

The preferred share market had a poor month in March but outperformed both Canadian bond and equity markets. Financial markets moved lower in the month amid substantial volatility caused by the U.S./Israel war with Iran. The lack of clear U.S. goals in the conflict combined with often conflicting and/or contradictory comments from the U.S. president […]

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First Quarter Letter | March 2026

Jacqueline Ricci

Markets began 2026 on a strong footing, extending the momentum from 2025. In late February, however, sentiment shifted following the U.S. and Israel’s strikes on Iran on February 28, contributing to a meaningful pullback in March. Despite this volatility, the portfolio performed broadly in line with the S&P/TSX Small Cap Index in the first quarter, […]

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Bond Commentary | March 2026

Jeff Herold

Financial markets moved lower in March amid substantial volatility caused by the U.S./Israel war with Iran. The lack of clear U.S. goals in the conflict combined with often conflicting and/or contradictory comments from the U.S. president as well as Iran’s effective closure of the Strait of Hormuz resulted in significant day-to-day swings in financial asset […]

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