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’s Outlook on BNN’s Market Call

February 16, 2018

John shares his outlook for the markets on BNN’s Market Call, February 15, 2018

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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 – February 2018

Jeff Herold

The bond market was weak for most of February, eking out a small gain with a rally in the final days of the month. The trend to higher yields and lower bond prices that dominated January extended into the first half of February. However, disappointing economic data received during February led some market participants to […]

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Shot Across the Bow: Markets drop February 5th

John Zechner

Last year, global stocks (except in Canada) did a slow grind higher all year without any pullback of more than 3%. This pushed many stock markets to record highs but it also drove stock valuations close to record highs, and it occurred while interest rates were increased three times in the U.S. and twice in […]

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Bond Commentary – January 2018

Jeff Herold

Global bond prices moved lower, as resurgent economic growth and the potential for reductions in monetary stimulus caused investors to become more defensive. Canadian bonds were no exception; their yields moved higher, participating in, but not leading, the trend. Yields of 10-year Canada Bonds, for example, rose 25 basis points in the month, but the […]

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