Our investment approach
Our story began with a simple question.
Why should institutions have access to more sophisticated investments than individuals and families?
Pension-style investing for you and your family.
Working with many of Canada’s top institutional investors through the 2008 financial crisis, we saw leading pension plans like the Ontario Teachers’ Pension Plan and the Canada Pension Plan weather the downturn very differently from most individual investors.
How did they do it? They were more disciplined. They incorporated a significant amount of alternative investments. They managed risk with a long-term view.
That experience shaped the conviction that has guided our practice ever since: bring the discipline, diversification and long-term thinking of pension-style investing to individuals and multigenerational families.
We build portfolios beyond stocks and bonds.
Rather than defaulting to a conventional mix of stocks and bonds, we build portfolios with broader diversification, private-market exposure and long-term discipline.
We also engage the very best of RBC—including insights from the RBC Investment Strategy Committee and the RBC Wealth Management Global Portfolio Advisory Group—and we bring in other world-class managers, especially when it comes to alternative investments.
The result is an approach designed to earn steady returns over time while keeping your capital safe.
Our investment expertise in focus.
Watch our team share our perspectives and dive deep into our approach on investing.
Pension-style investing in uncertain times
With no shortage of uncertainty—from interest rates and inflation to geopolitics and AI—how should your portfolio be positioned? In this client event, Cavin Morton and Darrell Parsons walk through how the team is navigating today's environment, with guest speakers Josh Nye of RBC Global Asset Management and David Cooper of KKR on private infrastructure.
Investing in private markets
With stock market volatility and modest fixed-income returns, traditional portfolios are under pressure. In this session, Cavin Morton and Darrell Parsons explain how pension funds use private market alternatives to reduce risk and enhance returns—with guest speakers from Brookfield Oaktree on private credit and Blackstone on private equity and the megatrends shaping the next decade.
Pension-style investing approach
What makes a pension-style portfolio different from the traditional 60/40 approach? In this presentation, Cavin Morton breaks down how the team manages money—from tax-efficient fixed income and disciplined stock selection to alternative investments like private credit and hedge strategies that aim to reduce volatility and deliver steady returns.
Harvesting returns
How is the economy really doing, and what does it mean for your portfolio? This client event for the agricultural community features three speakers: Krystyne Manzer of RBC Global Asset Management on the economic outlook, interest rates, and commodity prices; Cavin Morton on the team's pension-style investment approach; and Ryan Parker of Valco Consultants on farmland valuation trends across Southwestern Ontario.
Investor anxiety
Investor anxiety can cause real harm—not just to your peace of mind, but to your portfolio. This presentation explores what drives anxiety, why individual investors are vulnerable to panic-selling, and practical strategies to build resilience and stay on track.
