Whether the market rises or falls in the short term, you may always want to keep quality stocks in your portfolio that are built for the long term. Mainly TSX-listed large-cap stocks that generate predictable income through dividends and demonstrate strong performance when it matters most.
As interest rates start to cool and cash flow takes center stage again, we’re seeing more investors now gravitating toward reliable dividend-paying stocks as the combination of healthy payouts and long-term upside potential is hard to ignore.
So in this article I will talk about two such TSX giants that offer just that. If you’re building a portfolio with a five-, 10-, or even 20-year view, these can be great stocks worth considering for consistent dividends and compound growth.
Brookfield Asset Management shares
Brookfield Asset Management (TSX:BAM) checks all the boxes when it comes to scale, resilience and reliable dividends. This alternative asset manager, with more than $1 trillion in assets under management, focuses primarily on sectors such as infrastructure, renewable energy, private equity, real estate and credit. After rising nearly 17% in the past twelve months, BAM stock is currently trading at $77.11 per share with a market capitalization of approximately $130.9 billion. The stock also rewards investors with an annualized dividend yield of 3.1%, paid out quarterly.
The recent strength of BAM shares is underpinned by impressive asset income and robust fundraising. Notably, the company has announced over $55 billion in asset sales so far in 2025, reflecting strong demand for the companies it owns across all sectors.
In the second quarter, compensation-related revenues rose 16% year-over-year (year-over-year) to $676 million, while distributable earnings rose 12% to $613 million. This growth was mainly due to the $97 billion raised in the last twelve months and the $22 billion raised in the last quarter alone.
Earlier this month, the Brookfield Global Transition Fund II closed at a record $20 billion, with additional co-investments bringing the total to more than $23 billion. And in a move that will likely further strengthen its lending arm, the company is poised to acquire the remaining 26% of Oaktree that it does not already own.
With strong earnings momentum, massive capital deployment and strategic acquisitions to support future growth, BAM looks like a stock that could deliver both attractive dividends in the coming years and long-term upside potential.
Toronto-Dominion Bank Shares
Now let’s take a look Toronto Dominion Bank (TSX:TD), one of the largest banks in Canada that has consistently delivered strong shareholder value throughout economic cycles. It has a strong presence in retail banking, asset management, insurance and wholesale banking. After posting a solid 34% gain over the past year, TD stock is currently trading at $109.78 per share and a market cap of approximately $186.5 billion. At this market price, it also offers an annualized dividend yield of 3.8%.
In the third quarter of fiscal 2025 (ending July), TD reported a 7.9% year-over-year increase in total revenue to $15.3 billion. Similarly, quarterly adjusted net profit rose 5.8% from a year ago to $3.78 billion.
Meanwhile, TD is also doubling down on its long-term growth initiatives. The U.S. retail banking business’s large footprint gives the company unique exposure to one of the largest markets in the world. At the same time, the wealth and wholesale banking divisions are expanding through a mix of innovation and customer-focused solutions.
Overall, with a strong capital base, a consistent track record of dividends and growth on both sides of the border, TD remains one of the most reliable bank stocks for long-term investors.
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