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

How to prevent multigenerational households from descending into financial resentment

June 18, 2026 - When planned well, multigenerational households can lower costs, support childcare and elder care, and save for education, a down payment, or…

1 minute read

2026

For business owners, choosing the right mix of salary and dividends is all about flexibility

June 16, 2026 - Andrew Feindel considers two tax-effective income sources alongside salary and dividends: capital gains within the corporation and non-registered investments.

1 minute read

2026

Bitcoin and gold: A lesson in fundamental vs. speculative value

June 14, 2026 - Anwar Husain writes that gold has reached record highs this year while bitcoin has fallen back toward its 2024 levels. Do…

1 minute read