Canada is sitting on a once-in-a-generation investment boom — don’t miss your chance to profit

For investors, this means opportunity. TSX-listed giants like Canadian Natural Resources (TSX:CNQ.TO), Teck Resources (TSX:TEK-B.TO), and Nutrien (TSX:NTR.TO) already dominate their fields, while ETFs such as the iShares S&P/TSX Capped Energy Index ETF (TSX:XEG) or Horizons Global Lithium Producers ETF (TSX:HLIT) provide diversified exposure to Canada’s next growth engines.

“The world wants what Canada can provide,” McKay repeated — energy that fuels the world, and minerals that make clean technology possible.

While energy and mining attract headlines, agriculture may be Canada’s most underrated growth story. As global populations rise and food security concerns deepen, Canada’s reputation for sustainable, high-quality production is creating investor demand — from farmland REITs to agri-tech innovation funds.

The RBC team underscored this global advantage, emphasizing that “Canada can feed and fuel the growing world.” The country’s robust export infrastructure and proximity to key trade partners make it a reliable supplier of grain, meat and fertilizer — sectors that underpin both domestic stability and global trade.

Investors looking to participate can explore ETFs such as BMO Global Agriculture ETF (TSX:ZEAT) or direct exposure through agri-focused companies like Nutrien Ltd. (TSX:NTR.TO) or Maple Leaf Foods (TSX:MFI).

Read more: Here are 5 expenses that Canadians (almost) always overpay for — and very quickly regret. How many are hurting you?

The opportunity is clear — but Canada’s challenge is translating it into results. Regulatory delays, infrastructure bottlenecks and investment uncertainty continue to limit the pace at which large-scale energy and resource projects move forward.

As McKay warned, unlocking this potential will require national coordination: “I believe this is the moment to unite the country behind a long-term economic agenda that boosts competition and drives prosperity for all.”

For investors, that means timing and diversification matter. Allocating capital to Canada’s strongest global sectors offers exposure to the next wave of economic growth — but execution, both corporate and policy, will determine how much of that potential is realized at home.

From the world’s growing appetite for clean energy to the rising demand for food and critical minerals, Canada is well positioned to lead — if it acts with focus and urgency.

For investors, that leadership translates into tangible opportunities on the TSX, in ETFs, and through the growing private capital ecosystem that fuels innovation across these sectors.

As Dave McKay put it: “In a rapidly changing world, let’s take advantage of this moment in time.”

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Royal Bank of Canada 2025 Investor Day Transcript (1, 2)

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