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Wealth Update – Strongest And Weakest Funds In 2022 And T2033 Addresses

We’ve been preparing these tables for a few years now, and it’s interesting to see how things change over time. Looking back at 2021, we noted it was a good year for Canadian and US equities and not so good for fixed income and far east/emerging market funds.

For 2022, as of December 31st, here is a summary of the strongest and weakest performers from our carriers’ line-ups in the 75/75 guarantee category.

As you already know, 2022 was not a banner year for investors. Both equities and fixed income struggled last year under the burden of inflation and rising interest rates. We see some specialty funds and the most conservative equity funds having the best returns for the year. Conversely, global funds and funds exposed to the tech sector really struggled.

This is just a snapshot of what’s happened in 2022 and not a prediction of the future. It certainly reinforces the need for diversity in clients’ portfolios.

We look forward to your thoughts on which categories will be the strongest and weakest performers in 2023.

And, to help you with your RRSP season business, please find attached a list of addresses to use when transferring registered money. This list is current as of now, but it can change. We’ll keep sharing as changes occur.

As always, we look forward to your comments.

Scott Edgington, CEA Director, Advanced Planning, Wealth Qualified Financial Services

Rick Gallant Regional Director, Business Development Wealth

Qualified Financial Services

This communication reflects the views of Qualified Financial Services Inc. as of the date published. The information in this publication is for general information purposes only and is not to be construed as providing individual legal, tax, financial or other professional advice. Qualified Financial Services Inc. assumes no responsibility for any errors or omissions in the information contained herein nor for any reliance placed on such information. Please seek independent professional advice before making any decisions.


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