| Name | Asset | Sector | Geographic | Percent |
| Franklin U.S. Core Equity Fund Series O | US Equity | Mutual Fund | United States | 13.21% |
| Franklin FTSE U.S. Index ETF (FLAM) | US Equity | Exchange Traded Fund | United States | 9.08% |
| Franklin ClearBridge Canadian Equity Fund O | Canadian Equity | Mutual Fund | Canada | 8.55% |
| Franklin Canadian Core Plus Bd Fd O | Domestic Bonds | Fixed Income | Canada | 7.24% |
| Franklin Canadian Core Equity Fund Series O | Canadian Equity | Mutual Fund | Canada | 6.87% |
| SPDR Portfolio S&P 500 Value ETF (SPYV) | US Equity | Exchange Traded Fund | United States | 6.60% |
| Franklin FTSE Canada All Cap Index ETF (FLCD) | Canadian Equity | Exchange Traded Fund | Canada | 6.15% |
| Franklin International Core Equity Fund Series O | International Equity | Mutual Fund | Multi-National | 5.74% |
| Franklin U.S. Rising Dividends Fund Series O | US Equity | Mutual Fund | United States | 5.27% |
| Franklin U.S. Opportunities Fund Series O | US Equity | Mutual Fund | United States | 4.65% |