What advisors can learn about portfolio structure from Canada’s pension plans

The Globe and Mail
May 19, 2026.

Like Canada’s highly regarded Maple 8 public pension funds, advisors can structure portfolios with strategic and tactical asset allocation, writes Craig Machel, Senior Portfolio Manager at Richardson Wealth.

For advisors, the challenge is applying that same discipline while adapting to clients whose goals and needs change over time.

*Globe advisor subscription required.

Related articles

2026

The Critical 10 Wealth Premium: Protecting Corporate Exits

October 28, 2026 - Craig Machel join the Canadian Small Business Podcast, discussing wealth management planning, the Critical 10 retirement window as it relates to…

1 minute read

2026

How advisors can reframe the mutual fund vs. ETF debate

October 27, 2026 - When comparing mutual funds and ETFs, advisors should have the data in front of them and illustrate why comparisons should be…

1 minute read

2026

Why iA chose Nobelia as the new brand for Richardson Wealth

October 5, 2026 - Julie Gallagher shares how the firm arrived at the name Nobelia Wealth, and what the rebrand means for advisors and clients.

1 minute read