What’s inside your portfolio

The total annualized returns are calculated based on the Morningstar Canada Domestic Total Index and the Morningstar US Target Market Exposure Index from July 2015 to July 2025, gross of any fees. Fees and other costs will reduce the performance to the investor. Any total return illustrated does not take into taxes payable by clients that would have reduced returns. Past performance is not indicative of future results and may not be repeated.

All information and commentary provided is for illustration purposes only and is not investment advice or recommendations. All investments involve risk.

Source: Bloomberg.

Direct Indexing performance over time

This chart shows the historical returns of the Morningstar US Target Market Exposure Index from July 2015 to July 2025, gross of any fees. Fees and other costs will reduce the performance to the investor. Any total return illustrated does not take into taxes payable by clients that would have reduced returns. Past performance is not indicative of future results and may not be repeated.

All information and commentary provided is for illustration purposes only and is not investment advice or recommendations. All investments involve risk.

Data source: Bloomberg.

Canada’s first broadly available direct indexing portfolio for everyday investors

Compared with all Canadian order-executions-only investment dealers regulated by CIRO that offer direct indexing as of October 8, 2025.