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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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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Best rallies in bear markets? John Z on BNN’s “The Open”

December 27, 2018

John puts the recent sell off (and Boxing Day bump in US markets) in context.

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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 ~ January 2019

Jeff Herold

The overly pessimistic economic outlook of late 2018 was alleviated in January as various financial markets switched from anticipating an imminent recession to expecting that the pace of growth would slow but remain positive. Equity markets were particular beneficiaries of the improved outlook, with the S&P/TSX Composite jumping 8.5% in the month, and the S&P […]

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Special Equity Commentary ~ December 2018

I remember noting last quarter how challenging it was for non-US investors. Apparently, the damage was not done with the US playing catch-up in the fourth quarter. The fourth quarter was one of the worst quarters in my working memory. The decline was fast, and liquidity proved very challenging. The tale of the tape can […]

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Stocks Recover; But is it Sustainable?

John Zechner

On Christmas Eve it felt like stock markets were losing all support as the massive sell-off had made it the worst December since 1937, during the Great Depression!  But, as typically happens when there seems no hope and no good reason to own stocks, the market rallied.  The recovery at that time was effectively a […]

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