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We ask that you take a few minutes to complete your Investor Profile. This document is required to be updated annually. This can be done online via your member portal, or by emailing us a copy of the PDF form below.

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Tell us how we can do more for you in 2026.

Sionna Investment Managers®

We are pleased to have recently added Sionna Investment Managers within our Canadian Equity allocation across the CAP portfolios. Please join us as founder and lead Portfolio Manager, Kim Shannon, discusses the firm and their investment approach. Sionna is well regarded for its Value discipline and Kim outlines how their Relative Value approach is well suited to capturing returns and controlling risk in the Canadian Equity market. We are confident that Sionna will contribute to both better returns and risk-control across the CAP portfolios.

Market Commentary – September 2026

Please join us as our Chief Investment Officer and Portfolio Manager, Murray McLean, provides a review of the 3rd quarter of 2026 and shares our thoughts about the outlook over the balance of 2026 and into 2027. Murray addresses the Iran War as it affects inflation data and the outlook for interest rates, the CUSMA trade file, the upcoming US mid-term elections and the call for regulatory “guardrails” on Artificial Intelligence. Murray also noted that we are newly entering a rising/higher interest rate environment which we expect will make it harder for both Fixed Income and Equity markets. Overall, we believe risks are elevated and caution is advised.

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Our Performance Results

We have a single-minded dedication to your long-term and retirement security. We actively manage your portfolio and stay focused on outcomes for you. Don’t just take our word for it though; click to see our performance results.

Benefits of consolidating assets with Open Access