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
February 23, 2024
John shares his dividend outlook on Canadian Financials
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 | March 2024
Jeff Herold
In March, the preferred share market moved sharply higher. The speculation regarding preferred share redemptions by banks, started on the last day of February with Bank of Montreal issuing a U.S. dollar Limited Recourse Capital Note (LRCN), and continued in early March when CIBC issued an institutional preferred share. Later in the month, both CIBC […]
Read MoreBond Commentary | March 2024
Jeff Herold
The Canadian bond market moved in a seesaw pattern in March, with yields initially falling, then rising before falling again. In the end, yields were only marginally lower on the month, with interest income generating most of the returns. Canadian inflation again surprised to the downside, but better than expected economic growth suggested the Bank […]
Read MorePreferred Shared Commentary | February 2024
Jeff Herold
The preferred share market drifted lower for most of February. However, on the final day of the month, Bank of Montreal issued a U.S. dollar Limited Recourse Capital Note (LRCN) which led to speculation regarding further preferred share redemptions by banks. As a result, the prices of several banks’ rate reset issues scheduled to reset […]
Read More