Integrity, service, results.
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 MoreWe 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
April 21, 2025
John shares his views on market reactions to Trump’s attacks on Jerome Powell
Watch VideoIf 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.
Our investment management team is made up of engaged thought leaders. Get their latest commentary and stay informed of their frequent media interviews, all delivered to your inbox.
Latest Commentary
Preferred Share Commentary | August 2025
Jeff Herold
The preferred share market traded down with common equity markets on the first day of August due to the release of disappointing employment data in the US. However, over the remainder of the month, like common equity markets, it moved higher and finished with a modest gain for the month. Preferred share performance was aided […]
Read MoreBond Commentary | August 2025
Jeff Herold
The Canadian bond market traded in a narrow range in August, finishing with a small gain as the combination of interest income and slightly higher prices on shorter term bonds more than offset the lower prices of long term bonds. Some weaker than expected economic data prompted speculation of easing by the Bank of Canada […]
Read MorePreferred Share Commentary | July 2025
Jeff Herold
In July, the preferred share market had another strong month. Performance was supported by corporate activity that included an anticipated redemption announcement and two acquisitions of preferred share issuers. Preferred share performance was also driven by investors needing to reinvest $650 million to be received from the redemptions of the CM.PR.Q and TD.PF.D series on […]
Read More