Ideas & Insights

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Latest Blog Posts
Building with cloudy background
Tariffs, Volatility, and Perspective
Markets are reacting sharply today to sweeping new U.S. tariffs and renewed fears of a global slowdown. The size and scope of the announced... Read more
Boat navigating treacherous waters
Navigating Uncertainty: The Power of Diversification
As Canadians, we’ve all felt the impact of recent trade policy upheavals. Long-held norms in international trade are being rewritten... Read more
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Market Update – Tariffs & Strategic Positioning
This morning, markets reacted sharply to the newly announced tariffs and Canada’s swift retaliation—an escalation that could mark a... Read more

White Papers & Guides

Guide on bonds

Discover how bonds work and why they’re a cornerstone of stable, long-term investing strategies.

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Retirement in Canada: past, present and future

In a recent white paper, we document how Canadians have experienced retirement over the past two decades.

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Market Statistics

Explore the monthly performance statistics for the Canadian, U.S., and international markets we monitor.

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Asset Allocation Performance History

See how different investment mixes performed in the past.

Compare historical returns for typical asset allocations.

Click here to view the Asset Allocation Performance History >