Viewpoint Blog

When the Regulator Comes Knocking: Are you Ready?

The Financial Services Commission of Ontario (FSCO) is responsible for regulating pensions registered in Ontario. FSCO periodically conducts examinations to review pension plans’ compliance with the requirements of the Pension Benefits Act (Ontario) and associated regulations. Proteus is a pension consultant providing governance and investment consulting...

Financial Literacy Month

We have joined the Financial Literacy Month (FLM) conversation to spread the word and raise awareness about the importance of financial literacy. At Proteus we are all about educating and ensuring plan sponsors and members have a meaningful experience when it comes to understanding their pension plan and investments. We love sharing our knowledge with our...

Q3 Market Review

Canadian Equities - Canadian equities were up this quarter, gaining 5.45%. - The health care, technology, consumer staples and consumer discretionary sectors all had positive returns, higher than the overall index this quarter after having negative returns the previous quarter. - The industrials, energy and financials sectors all contributed positively to...

CN Tower Climb for United Way

Bright and early on Sunday morning, a few of the Proteus team members participated and volunteered in the CN Tower Climb for United Way. They fundraised and climbed all 1,776 steps (144 flights), all in support of United Way Toronto and York Region. Left to right: Neil, Michael, Zach, John and Stella We’ve very proud of our climbers and thank all of you who...

VIEWPOINT: Target Date Funds: Popular Doesn't Mean Adequate

Our third video in our Proteus Viewpoint video series, Target Date Funds: Popular doesn't mean adequate. For further information on target date funds, read the below Q&A. As a defined contribution plan member, what are the two critical decisions you must make in assuring an adequate retirement? As a DC plan member, you have three decisions to make to...

The Evolution of Target Date Funds

Watch our recent webinar about the evolution of target date funds.

How foundations can leverage investment portfolios to further their cause

Foundations are increasingly searching to leverage their investment portfolios to support their respective missions. Traditionally, a foundation’s mission has been solely supported by its grant-making activities, which at a minimum are only required by the Canada Revenue Agency to amount to 3.5 per cent of the investment portfolio annually. Often the...

Quebec's Voluntary Retirement Savings Plan

Background As a means to increase workers’ access to retirement savings plans, the Quebec government passed legislation creating a new workplace savings vehicle, the Voluntary Retirement Savings Plan (VRSP). Organizations with eligible employees in Quebec will soon be required to offer a retirement savings plan through the workplace. Eligibility Employers...

Does ESG Belong in Your Portfolio?

Our second video in our Proteus Viewpoint video series, Does ESG Belong in Your Portfolio? For further information on ESG, read the below Q&A. Q: What does ESG mean? A: ESG is an acronym for ‘environmental, social and governance’. It is an investment philosophy that takes into consideration ESG factors when deciding what stocks or bonds to hold in a...

Responsible Investing: Infographic

A quick introduction to responsible investing (RI) and environmental, social and governance (ESG) factors. Understand the RI market, what it encompasses, RI strategies and ESG issues.

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