It’s no secret that Canadians are increasingly relying on their own resources to fund their retirement. Here are ten strategies to help your RRSP grow and increase your retirement capital.
In this edition of Market Monitor , Leonie MacCann, Head of Client Investment Solutions at Keyridge Asset Management , Jeff Bradacs, Co-Head of Equity Strategies and Head of Portfolio Management & Training at PICTON Investments , and Claire Thornhill, Partner at EdgePoint Wealth Management , share their perspectives on today’s markets and how they are positioning portfolios for clients. Leonie MacCann begins by acknowledging heightened market volatility, driven largely by geopolitical tensions such as the U.S.–Iran conflict. While short-term uncertainty is dominating headlines, she emphasizes the importance of looking beyond the noise. From a medium- to long-term perspective, she sees resilient—though fragmented—global growth supported by broad-based fiscal stimulus in the U.S., Europe, and Japan. Strong corporate earnings, healthy consumer balance sheets, and growing adoption of artificial intelligence are also expected to support productivity and markets over time. Jeff Bradacs highlights two long-duration themes especially relevant to Canadian investors: artificial intelligence and commodities. Massive global spending on AI infrastructure, particularly data centres, is creating demand across the power, utilities, and energy supply chains—areas where Canadian companies can benefit. He also points to select commodity cycles being driven by supply shortages after years of underinvestment, creating potential opportunities despite ongoing volatility. Claire Thornhill explains why her team welcomes volatility. Market pullbacks create opportunities to buy high-quality, resilient businesses at more attractive valuations. At EdgePoint, the focus remains on companies undergoing positive change that the market may be temporarily overlooking. Together, the speakers reinforce a disciplined, long-term investment approach focused on diversification, fundamental value, and navigating uncertainty with confidence.  View our video to learn more:
Last week, we argued that the risk rally was running on borrowed time. That still looks right. What has changed is the source of the pressure. Equity investors have largely looked through the conflict in the Middle East. The market has been resilient, supported by renewed enthusiasm around AI and a belief that the economic damage from higher energy prices will remain manageable. Bond markets are sending a different signal. Long term yields have moved back toward their highest levels since the war began, even as equities have held up. That divergence matters. Equities are still behaving as though the shock will prove temporary. Bonds are increasingly pricing the risk that it will not.  The rally has not broken. But the cost of sustaining it has gone up.
In the following 5-minute video, Paul Punzo, Vice‑President of Portfolio Strategy and Chief Investment Officer at IPC Private Wealth, outlines a volatile first quarter of 2026 shaped by shifting fundamentals and heightened geopolitical risk. The quarter began on relatively solid footing, with improving market breadth, continued U.S. economic strength, and AI‑driven capital spending supporting growth. Early optimism was reinforced by a U.S. Supreme Court ruling on tariffs that helped reduce policy uncertainty. That backdrop changed abruptly following the outbreak of the U.S.–Iran conflict on February 28. The conflict triggered sharp increases in oil prices, renewed inflation concerns, and rising risks to global growth, driving market volatility. Oil surged from roughly $60 to over $100 per barrel by quarter‑end, becoming the dominant macro driver. Equity market performance reflected these pressures. The S&P 500 declined, led by weakness in technology, consumer discretionary, and financials, while Canadian equities faced challenges amid slower growth and heightened trade and inflation risks. In contrast, energy and utilities outperformed, benefiting from elevated commodity prices. International markets, particularly Europe and Asia, became more uncertain due to their reliance on imported energy. Fixed income markets also experienced volatility, with higher yields and flatter yield curves as investors demanded greater compensation for inflation risk. Despite this, bonds remain an important portfolio diversifier, with expectations for returns modestly above cash over time.  Against this backdrop, Paul emphasizes a portfolio strategy focused on resilience rather than reaction. This includes maintaining diversified equity exposure, emphasizing high‑quality fixed income, and incorporating alternative strategies to help portfolios absorb shocks during periods of elevated uncertainty.
In this edition of Market Monitor , Leonie MacCann, Head of Client Investment Solutions at Keyridge Asset Management , Jeff Bradacs, Co-Head of Equity Strategies and Head of Portfolio Management & Training at PICTON Investments , and Claire Thornhill, Partner at EdgePoint Wealth Management , share their perspectives on today’s markets and how they are positioning portfolios for clients. Leonie MacCann begins by acknowledging heightened market volatility, driven largely by geopolitical tensions such as the U.S.–Iran conflict. While short-term uncertainty is dominating headlines, she emphasizes the importance of looking beyond the noise. From a medium- to long-term perspective, she sees resilient—though fragmented—global growth supported by broad-based fiscal stimulus in the U.S., Europe, and Japan. Strong corporate earnings, healthy consumer balance sheets, and growing adoption of artificial intelligence are also expected to support productivity and markets over time. Jeff Bradacs highlights two long-duration themes especially relevant to Canadian investors: artificial intelligence and commodities. Massive global spending on AI infrastructure, particularly data centres, is creating demand across the power, utilities, and energy supply chains—areas where Canadian companies can benefit. He also points to select commodity cycles being driven by supply shortages after years of underinvestment, creating potential opportunities despite ongoing volatility. Claire Thornhill explains why her team welcomes volatility. Market pullbacks create opportunities to buy high-quality, resilient businesses at more attractive valuations. At EdgePoint, the focus remains on companies undergoing positive change that the market may be temporarily overlooking. Together, the speakers reinforce a disciplined, long-term investment approach focused on diversification, fundamental value, and navigating uncertainty with confidence.  View our video to learn more:
Last week, we argued that the risk rally was running on borrowed time. That still looks right. What has changed is the source of the pressure. Equity investors have largely looked through the conflict in the Middle East. The market has been resilient, supported by renewed enthusiasm around AI and a belief that the economic damage from higher energy prices will remain manageable. Bond markets are sending a different signal. Long term yields have moved back toward their highest levels since the war began, even as equities have held up. That divergence matters. Equities are still behaving as though the shock will prove temporary. Bonds are increasingly pricing the risk that it will not.  The rally has not broken. But the cost of sustaining it has gone up.
In the following 5-minute video, Paul Punzo, Vice‑President of Portfolio Strategy and Chief Investment Officer at IPC Private Wealth, outlines a volatile first quarter of 2026 shaped by shifting fundamentals and heightened geopolitical risk. The quarter began on relatively solid footing, with improving market breadth, continued U.S. economic strength, and AI‑driven capital spending supporting growth. Early optimism was reinforced by a U.S. Supreme Court ruling on tariffs that helped reduce policy uncertainty. That backdrop changed abruptly following the outbreak of the U.S.–Iran conflict on February 28. The conflict triggered sharp increases in oil prices, renewed inflation concerns, and rising risks to global growth, driving market volatility. Oil surged from roughly $60 to over $100 per barrel by quarter‑end, becoming the dominant macro driver. Equity market performance reflected these pressures. The S&P 500 declined, led by weakness in technology, consumer discretionary, and financials, while Canadian equities faced challenges amid slower growth and heightened trade and inflation risks. In contrast, energy and utilities outperformed, benefiting from elevated commodity prices. International markets, particularly Europe and Asia, became more uncertain due to their reliance on imported energy. Fixed income markets also experienced volatility, with higher yields and flatter yield curves as investors demanded greater compensation for inflation risk. Despite this, bonds remain an important portfolio diversifier, with expectations for returns modestly above cash over time.  Against this backdrop, Paul emphasizes a portfolio strategy focused on resilience rather than reaction. This includes maintaining diversified equity exposure, emphasizing high‑quality fixed income, and incorporating alternative strategies to help portfolios absorb shocks during periods of elevated uncertainty.
Executive summary
What’s driving the current concern
In this edition of Market Monitor , Leonie MacCann, Head of Client Investment Solutions at Keyridge Asset Management , Jeff Bradacs, Co-Head of Equity Strategies and Head of Portfolio Management & Training at PICTON Investments , and Claire Thornhill, Partner at EdgePoint Wealth Management , share their perspectives on today’s markets and how they are positioning portfolios for clients. Leonie MacCann begins by acknowledging heightened market volatility, driven largely by geopolitical tensions such as the U.S.–Iran conflict. While short-term uncertainty is dominating headlines, she emphasizes the importance of looking beyond the noise. From a medium- to long-term perspective, she sees resilient—though fragmented—global growth supported by broad-based fiscal stimulus in the U.S., Europe, and Japan. Strong corporate earnings, healthy consumer balance sheets, and growing adoption of artificial intelligence are also expected to support productivity and markets over time. Jeff Bradacs highlights two long-duration themes especially relevant to Canadian investors: artificial intelligence and commodities. Massive global spending on AI infrastructure, particularly data centres, is creating demand across the power, utilities, and energy supply chains—areas where Canadian companies can benefit. He also points to select commodity cycles being driven by supply shortages after years of underinvestment, creating potential opportunities despite ongoing volatility. Claire Thornhill explains why her team welcomes volatility. Market pullbacks create opportunities to buy high-quality, resilient businesses at more attractive valuations. At EdgePoint, the focus remains on companies undergoing positive change that the market may be temporarily overlooking. Together, the speakers reinforce a disciplined, long-term investment approach focused on diversification, fundamental value, and navigating uncertainty with confidence.  View our video to learn more:
Last week, we argued that the risk rally was running on borrowed time. That still looks right. What has changed is the source of the pressure. Equity investors have largely looked through the conflict in the Middle East. The market has been resilient, supported by renewed enthusiasm around AI and a belief that the economic damage from higher energy prices will remain manageable. Bond markets are sending a different signal. Long term yields have moved back toward their highest levels since the war began, even as equities have held up. That divergence matters. Equities are still behaving as though the shock will prove temporary. Bonds are increasingly pricing the risk that it will not.  The rally has not broken. But the cost of sustaining it has gone up.
In the following 5-minute video, Paul Punzo, Vice‑President of Portfolio Strategy and Chief Investment Officer at IPC Private Wealth, outlines a volatile first quarter of 2026 shaped by shifting fundamentals and heightened geopolitical risk. The quarter began on relatively solid footing, with improving market breadth, continued U.S. economic strength, and AI‑driven capital spending supporting growth. Early optimism was reinforced by a U.S. Supreme Court ruling on tariffs that helped reduce policy uncertainty. That backdrop changed abruptly following the outbreak of the U.S.–Iran conflict on February 28. The conflict triggered sharp increases in oil prices, renewed inflation concerns, and rising risks to global growth, driving market volatility. Oil surged from roughly $60 to over $100 per barrel by quarter‑end, becoming the dominant macro driver. Equity market performance reflected these pressures. The S&P 500 declined, led by weakness in technology, consumer discretionary, and financials, while Canadian equities faced challenges amid slower growth and heightened trade and inflation risks. In contrast, energy and utilities outperformed, benefiting from elevated commodity prices. International markets, particularly Europe and Asia, became more uncertain due to their reliance on imported energy. Fixed income markets also experienced volatility, with higher yields and flatter yield curves as investors demanded greater compensation for inflation risk. Despite this, bonds remain an important portfolio diversifier, with expectations for returns modestly above cash over time.  Against this backdrop, Paul emphasizes a portfolio strategy focused on resilience rather than reaction. This includes maintaining diversified equity exposure, emphasizing high‑quality fixed income, and incorporating alternative strategies to help portfolios absorb shocks during periods of elevated uncertainty.
When it comes to planning your estate, there are some decisions you’ll want to consider well in advance. This blog will help prime you for one of the most important decisions you can make when you’re planning an estate: how to choose an executor.
Estate planning is a formalized plan which specifies details regarding the management and transfer of your estate in the event of your incapacitation or death.
Many parents are concerned with the issue of “affluenza.” The concern is that a child who receives great wealth with ease may also inherit a lack of drive and wander through life with a sense of entitlement.
