• NCM’s Z Series Client Agreement

    September 08, 2017 Wan Kim

    NCM's Z Series Client Agreements must be emailed, mailed or faxed to our office within 7 days of the purchase date. NCM Z Series Client Agreement If you have any questions about these forms, please contact our Client Services Team.… Read More

  • B2B Bank Investment Loan Applications

    August 31, 2017

    Investment loan applications are to be sent directly to B2B Bank at the address below: B2B Bank, Investment Lending* 199 Bay Street, Suite 600 PO Box 279 STN Commerce Court Toronto, Ontario  M5L 0A2 * Some Distribution Alliance Programs may… Read More

  • Norrep Credit Observations

    July 18, 2016 Bill Holy MBA, CFAOwen Morgan MBA, CFA

    Market Update The rally in high yield bonds and loans experienced since mid-February was interrupted temporarily in June as the surprise decision by UK voters to leave the EU brought political and fundamental uncertainty. Global growth concerns also resurfaced as… Read More

  • Norrep Credit Observations

    April 12, 2016 Bill Holy MBA, CFAOwen Morgan MBA, CFA

    Market Update Total returns for U.S. and Canadian capital markets for YTD 2016 turned sharply positive in mid-February (across all asset classes), following a period of challenging conditions. The turnaround was due to the reversal of a general downward trend… Read More

  • Stick To Your Knitting

    January 11, 2016 Keith Leslie CFA

    One of the hardest lessons for investors to learn is that losing less in the short term should lead to better long term performance. One of the facts that investors lose sight of involves basic math. Most investors think that… Read More

  • A Fund For All Seasons

    October 15, 2015 Keith Leslie CFA

    In today’s challenging environment, investors are constantly looking for unique investment opportunities that allow them to participate in equity market upside yet still allow them to sleep at night knowing that they have downside protection. With stock market pullbacks, volatile commodity prices, low… Read More