Responsible

Questrade vs. Wealthsimple: which online investing service is right for you?

If you’ve decided to try out online investing and have narrowed down your choices to Wealthsimple and Questrade—congratulations! Both are solid Canadian options that can help you grow your money and achieve your investment goals. But choosing between the two can be tricky. While the two financi ...

OPTrust Bolsters Senior Leadership Team

Earlier today, I spoke with Peter Lindley, President and CEO of OPTrust, and I discussed some restructuring taking place at the organization's leadership team: Audrey Forbes is promoted to Senior Vice President, Member Experience and will report to Peter, and will become a member of the executive ...

Meet OPTrust's New CEO

Yaelle Gang of the Canadian Investment Review recently wrote a nice article on OPTrust’s new president and CEO Peter Lindley:It’s been one month since Peter Lindley, the OPSEU Pension Trust’s new president and chief executive officer, started the role.With an engineering degree and a more tha ...

5 Investment Strategy Tips for the Soon-To-Be Retired

By Karin Mizgala, Co-Founder and CEO Money Coaches Canada It’s not uncommon for folks approaching retirement to think that retirement planning is finally behind them. They’ve put in the years of saving and investing; now it’s time to Google hotels in Santorini, Greece, right? Well it is, and ...

Is Sustainable Finance Going Mainstream?

Earlier this month, CDPQ's Kim Thomassin and OTPP's Barbara Zvan wrote a comment for Benefits Canada on why it's time for sustainable finance to go mainstream:As members of the federal government’s expert panel on sustainable finance, we recently published our final report on how to mobilize Cana ...

Notes on the CAIP Quebec & Atlantic Conference

I attended the CAIP Quebec & Atlantic conference in Mont-Tremblant over the last two days. You can view the full agenda here. Below, I go over the presentations, with more emphasis on some of the key ones.Before I begin, let me first thank Geoffrey Briant, President & CEO of G2 Alternatives, and ...

Investors to Decarbonize the Global Economy?

Joy Williams, a senior advisor at the climate change service provider Mantle314 who also chaired the Decarbonization Advisory Panel for the New York State Common Retirement Fund (see full report here), shared her thoughts on last week's PRI in Person conference: Last week, I had the opportunity a ...

Big Moves at OPTrust, OTPP and PSP

OPTrust recently appointed Peter Lindley as its president and CEO:OPTrust, one of Canada’s largest defined benefit pension plans, today announced the appointment of Peter Lindley as the President and CEO of the organization, effective September 16, 2019. Mr. Lindley is a financial services indust ...

Sweden's AP3 Gains 10.8% in H1 2019

Michael Katz of Chief Investment Officer reports that Swedish pension fund AP3 recorded a net gain of 10.8% during the first half of 2019:Swedish pension fund AP3 reported a 10.8% return after expenses for its investment portfolio during the first half of 2019, raising its total market value by SE ...

CalPERS's $50 Billion Bet on Equities Pays Off?

Randy Diamond of Chief Investment Officer reports on how the California Public Employees’ Retirement System (CalPERS) took a more than $50 billion bet with its $177 billion stock portfolio and won:The bet helped beat volatile equity markets in the 12-month state fiscal year that ended June 30, s ...