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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Staying Defensive in a Bullish Market | John on BNN Bloomberg

November 29, 2024

John shares his views on the current post-election rally on BNN’s “The Open”

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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

Bond Commentary | November 2024

Jeff Herold

he Canadian bond market experienced a volatile month in November that was dominated by the U.S. elections and its aftermath. A measure of the volatility was the yield of the benchmark 10-year Canada bond that traded in a wide 40 basis point range in the period. Canadian bond yields followed U.S. yields higher for much […]

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Investors Pull Out the 2016 Playbook on U.S. Election Results: Stocks Rally and Bonds Sink!  

John Zechner

The long-awaited U.S. election has finally come and gone and there was none of the feared market volatility or disputed results that had been a risk for investors going in.  The clear win for the White House by Trump and the Republican wins in both the House and Senate made for a trifecta of control […]

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Preferred Share Commentary | October 2024

Jeff Herold

In October, the preferred share market had positive performance until the middle of the month. However, over the balance of the month both preferred and common equity markets turned lower, precipitated by an increase in bond yields, despite a greater than expected decline in inflation and a larger than normal interest rate reduction by the […]

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