Retiring Canada

Pension Style Investing (EP 16)


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Learn more about the Fundamental Retirement Plan: https://www.fundamentalwealth.ca/get-started

Most Canadians invest in public markets—but some of the largest pension funds in the world take a very different approach.

In this episode of Retiring Canada, we break down what pension-style investing is and how it may apply to individual investors in Canada.

You’ll learn how large institutions like the Canadian Pension Plan invest across private equity, real estate, and private credit, and why these types of investments can help improve diversification and reduce volatility.

We also discuss how this approach may create a smoother investment experience, especially for retirees who are drawing income and want to avoid large market swings.

This episode is for Canadian retirees and pre-retirees who want to better understand how alternative investments may fit into their portfolio.

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EPISODE RESOURCES:
📊 Work with Michael: https://fundamentalwealth.ca/get-started

💻 Subscribe to the Newsletter: https://www.retiringcanada.ca/retirement-newsletter

👉 Download Our Latest Retirement Guide: https://www.retiringcanada.ca/retirement-guide

✏️ Submit Your Question: https://www.retiringcanada.ca/submit-your-question

🌐 Retiring Canada Website: https://www.retiringcanada.ca

📄 CPP Investments Overview: https://www.cppinvestments.com

📘 CPP Annual Report: https://www.cppinvestments.com/the-fund/financial-results/

📥 Watermark Private Portfolio Guide: https://fundamentalwealth.ca/WPP

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Retiring CanadaBy Michael Isbister, CFP®