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 on BNN: Stock investing strategy for a changed world

May 6, 2020

John shares his thoughts on what may be a more discerning, uneven recovery

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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 ~ April 2020

Jeff Herold

Financial markets, including bonds, stabilized in April following the chaotic action of March. Riskier assets, including equities, preferred shares, corporate bonds, and even provincial bonds rebounded from the near-panic valuations of the previous month. Volatility, though still elevated, was much reduced. Global central banks, including the Bank of Canada, introduced programmes to improve bond market […]

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Stocks Rally Amidst Worst Economic Data Since 1930s

John Zechner

While the Covid-19 news has continued to grow more negative in the past month, with confirmed global cases numbering well over 3 million and deaths over 200 thousand, stock market investors have decided to look through the abyss and base decisions on an imminent recovery in economic growth supported by a long period of extremely […]

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Special Equity Letter ~ March 2020

Jacqueline Ricci

In the first quarter of 2020, global markets around the world were hijacked by the coronavirus. As economies, one by one, began shutting down to stem the pandemic, the global outlook for corporate earnings and economic growth were decimated. The pandemic, unprecedented in our lifetime, caused markets to fall at a precipitous rate, with the […]

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