Resources & Insights
Tools for the long-term view.
A working calculator built on FP Canada's annual projection assumptions and Bellwether's strategy framework, plus a library of educational articles across retirement, tax, estate, and insurance.
Portfolio strategies
Pick a starting point.
Five strategies, each calibrated to a defined risk profile. Apply one to the calculator below, then fine-tune the per-class allocation directly.
Conservative
Eq 10–30%·FI 65–85%
Cons. Growth
Eq 20–50%·FI 45–75%
Balanced
Eq 35–65%·FI 30–60%
Mod. Growth
Eq 45–85%·FI 10–50%
Aggressive
Eq 70–100%·FI 0–25%
← Lower assumed risk · Higher assumed risk →
- Equities
- Fixed income
- Cash
Investment calculator
Project growth, per-class.
Cash, bonds, and Canadian equities use FP Canada Projection Assumption Guidelines (2026). Global equities blends FP Canada U.S., international, and emerging-markets rates. Preferred shares and alternative income use internal long-run assumptions.
Illustrative · Pre-tax, pre-fee
Projected value
$1,189,675
- Total contributed
- $580,000
- Total growth
- $609,675
Illustrative only. Cash, bond, and Canadian equity assumptions follow the FP Canada Projection Assumption Guidelines for 2026 — nominal, before administrative and investment management fees. Global equities blends the PAG U.S., international, and emerging-markets rates. Preferred shares and alternative income use Bellwether internal long-run assumptions (not published by FP Canada). Inflation assumption: 2.1%. Real outcomes vary with sequence of returns, taxes, fees, and the specific instruments held.
Library
152 articles, organized by topic.
Source: The Link Between · PPI
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Have a specific situation?
The articles cover the general ideas. The plan is built around your specifics.