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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COVID-19 Response

As the current crisis unfolded, we put our disaster recovery protocols into practice. Since the end of March 13th, our staff has been working remotely, with full and secure access to the data necessary to monitor and manage our clients’ portfolios. To learn more about investment and business continuity strategies at this time, click below.

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John reviews hot past picks on BNN|Bloomberg’s Market Call

February 1, 2021

John reviews his past investment picks in Maxar Satellites as well as the Reddit/Robinhood run-up in Blackberry and the COVID challenges for Rogers

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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

Rising Bond Yields Shake Stock Market Confidence

John Zechner

Maybe stock market investors are so conditioned to gains over the past year that it seems funny to even be mentioning potential pitfalls after a month when global stock averages rose another 2.5%.  But there clearly was a ‘wake-up call’ in the last two weeks of February when ten-year bond yields in the U.S. surged […]

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Special Equity Commentary ~ December 2020

Jacqueline Ricci

The fourth quarter capped off a very good year in the markets. A year most of us would not have been able predict in mid March 2020. Returns for global equites were strong in most countries. Of note the Canadian Small Cap Index outperformed the SPTSX Index; most likely following the lead of the Emerging […]

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Mind Your Enthusiasm!

John Zechner

While investing in stocks or any other asset class in never easy, even at the best of times, we see the environment of the past year as being even more complicated and potentially volatile than any we have seen in at least the past decade.  The worst global health pandemic in over 100 years, the […]

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