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 on BNN: Market Outlook

July 15, 2019

John shares his current outlook on the market

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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 ~ July 2019

Jeff Herold

The Canadian bond market moved in a see-saw pattern in July, with yields first rising and then declining as investors awaited the seemingly inevitable monetary easing by the U.S. Federal Reserve on July 31st. Favourable economic news was generally ignored as investors debated whether the Fed’s move would be 25 or 50 basis points and […]

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Stocks Rally Despite Troubled Economic Indicators

John Zechner

Stocks rallied again in July, lead by the U.S. technology group as investors celebrated second quarter earnings that beat expectations and looked forward to more easing from global central banks, especially the U.S. Federal Reserve.  Fed Chairman Jerome Powell then did deliver on July 31st the ‘expected’ first interest rate cut since the Financial Crisis […]

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Special Equity Letter ~ June 2019

Jacqueline Ricci

The second quarter was one of consolidation for the portfolio. The Small Cap TSX lost 26 basis points for the quarter, with the fund down 43 basis points. After a strong return in the first quarter, weakening economic data and escalating U.S./China trade rhetoric impacted returns. The concern with regards to slowing global growth have […]

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