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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Can Earnings Justify the Rally? John on TD Active Trader Live

July 9, 2026

John shares insights on the markets’ waning patience for hyperscalers’ spending

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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

Tech Stocks Rally But the ‘Two-Legged Stool’ of Economic Growth is Looking Wobbly!

John Zechner

September lived up to its billing of being the toughest and most volatile month for stocks, although the continued surge in U.S. tech stocks helped keep those markets mostly ‘in the green’ for the month despite the headwinds of surging bond yields and weakness in the commodity sector.  The Federal Reserve under new chairman Kevin […]

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Preferred Share Commentary | August 2026

Jeff Herold

Despite higher Canada bond yields and ongoing geopolitical risk in August, the preferred share market followed up a very strong July with another positive month. Investor concerns about persistent inflation, large AI related corporate bond issuance, and high levels of government debt, particularly the U.S., combined to push bond yields higher in several global bond […]

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Bond Commentary | August 2026

Jeff Herold

In August, bond yields and prices moved in a seesaw pattern, ultimately finishing with higher yields and lower prices. Canadian bonds were quite correlated with U.S. Treasuries, notwithstanding the differing economic and monetary conditions in the two countries. The trend to higher yields was mirrored in several other global bond markets. The month also featured […]

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