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.

Learn More

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.

Learn More

Recession Warning Popping Up in the US | The Open

December 27, 2019

John points out some recession indicators despite recent optimism

Watch Video

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.

Investing With Us Is Easy

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.

Show Me How

Latest Commentary

Bond Commentary ~ January 2020

Jeff Herold

Global bond prices surged higher and yields plunged in January as fears that an outbreak of a new coronavirus in China would lead to a global pandemic. Canadian bonds were caught up in the flight-to-safety bid that developed in the second half of the month, as equity and commodity prices dropped, and investors tried to […]

Read More

Soaring stocks hit turbulence: China’s Coronavirus

John Zechner

Stocks charged out of the starting gate to start 2020, following on the momentum of the fourth quarter of last year, with a focus on the cyclical stock sectors and a recovery in commodities based on more optimistic views about global growth in 2020.  While we were skeptical about the economic optimism, all of that […]

Read More

Special Equity Letter ~ December 2019

Jacqueline Ricci

Global markets performed well in 2019 despite the mid-year recession fears. The chart below shows returns for your portfolio and global equity markets. Of note, most markets had strong double-digit returns, except for the S&P/TSX Venture which suffered from a significant correction in the cannabis sector. The portfolio ended 2019 on a strong note with […]

Read More