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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John looks at downside risks in the US on BNN

September 28, 2018

John talks about exuberance in the US economy, as well as and Canadian pot stocks.

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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 ~ 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 […]

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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 […]

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US stocks hit the wall again; recovery will be tougher this time

John Zechner

During October, stocks in North America had their worst month since the start of 2016, despite the sharp rally on the final two days of the month.  The S&P/TSX Composite Index in Canada and the S&P 500 in the U.S. each lost over 7%, the Dow Jones Industrials Index was down over 6% and the […]

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