October 23, 2025
Ottawa Leans On Pensions, Carrots Over Sticks
Ottawa is turning the pension dial toward home, not by quotas, but by sweetening the deal. The strategy only works if investable projects appear fast. The government’s push, flagged in reporting that Canada now urges pension funds to invest at home, is paired with rule changes that lower ownership caps, concessionary co‑financing, and a new fast lane for megaproject approvals. Remove Caps, Dangle Projects Finance Canada already unlocked the door by removing the 30 percent rule on Canadian entities, and by tying AI data centre financing to a 2:1 pension co‑investment. The Privy Council then stood up a Major Projects
