The typical Canadian individual investor's portfolio is over reliant on traditional asset classes and lacks proper diversification. With yields on traditional bonds at less than 2%, what has worked in the past is not likely to work going forward. Maintaining the status quo is likely to result in lower expected returns and a higher risk profile.  

 

Expanding beyond traditional asset classes for diversifying risk exposures and stable cashflows is critical to optimizing returns and managing to a stated risk tolerance in today’s world where valuations are high, income potential is low, and risks are elevated. 

Beyond Traditional Stocks and Bonds

Wavy Abstract Background

Asset Classes & Strategies

Access a broad and unconstrained range of global opportunities.

Canadian Fixed Income

Bonds
Stocks

International Equity

US Equity

Canadian Equity

Typical Balanced Portfolio
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