There was an elephant in the room at that Vanguard Investments Canada event we covered this week.

The firm invited reporters to its Toronto offices to hear from Kevin Khang, Vanguard’s head of global economic research and Ashish Dewan, a senior investment strategist in its Canadian division.

Khang had flown in from Pennsylvania to talk about the firm’s view on AI and its potential to continue lifting markets across the developed world. But to no one’s surprise, he fielded more questions about this week’s World Economic Forum in Davos and the geopolitical wrecking ball from Washington than he did about AI capital expenditures.

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Harvey Naglie writes that the Canadian Investment Regulatory Organization’s data breach raises “a fundamental governance concern.” Why is the regulator holding large volumes of personal information on a continuing basis?

Robin Riviere on the shift to discretionary model portfolios. Advisors need to know that when they go this route, they’re running with the bulls.

“Family dynamics are complicated,” writes Namratha Sankar. “Yet despite the growing prevalence of blended families, people still put off writing or updating an estate plan.”

Canadian REITs delivered a total return of 11.8% in 2026, outperforming the global public real estate sector. Alisha Hiyate on an optimistic note from Hazelview Investments.