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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Shorting Apple, but not Canadian Banks: John Z on BNN’s “The Open”

March 25, 2019

John shares concerns about earnings and Apple, but admires Canadian Banks

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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

Special Equity Commentary ~ March 2019

Jacqueline Ricci

Global stocks had their best first quarter in 20 years as stocks recovered from the massive fourth quarter 2018 decline on lower interest rates and hopes of a 2nd half recovery in 2019. The S&P/TSX Index in Canada gained 13.2% in the first quarter while the S&P500 jumped 14% on strength across the board. While […]

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Global Central Bankers Now a ‘Flock of Doves’

John Zechner

Stocks continued their impressive first quarter recovery into early March but then finally ran into some selling late in the month as corporate buybacks took a breather and investors started to worry more about weak global economic data and a deteriorating earnings outlook. But looking back over the past three months, the single most important […]

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Bond Commentary ~ March 2019

Jeff Herold

Bond prices surged higher and yields plunged in March as central bankers globally signalled their concern about slowing growth. Various central banks indicated that they would pause in their respective monetary tightening programmes and, while none of them hinted at future rate reductions, investors chose to anticipate interest rates would fall from current levels rather […]

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