Investors concerned about short-term volatility, yet looking for long-term compounding, should pay close attention to the structural stories behind today’s best names. These three tickers combine sustainable cash flows, massive scale, and clear multi-year growth paths that can reward patient capital over the next decade.
Brookfield Asset Management
Brookfield Asset Management (TSX:BAM) is a rare compounder that is literally monetizing the world’s biggest structural issues – from AI-powered power and data infrastructure to the global shift from public markets to private capital. Fee-bearing capital has increased to approximately $600 billion, with long-term, permanent or perpetual capital accounting for approximately 87% of the base, giving BAM a fee stream that is steadily growing regardless of where the stock market trades. Additionally, Brookfield has more than $130 billion in uncalled fund commitments, much of which is not yet generating fees, meaning every dollar deployed directly contributes to recurring revenue and earnings over time.
Essentially, BAM combines a private market-style earnings engine with a public market valuation, and that spread is exactly where long-term investors can win. The company recently increased its dividend by 15%, signaling strong confidence in its cash flow profile and its ability to continue generating record profits even as it invests capital in AI-connected infrastructure and renewable energy. For Canadian investors, owning BAM is a clean way to gain exposure to a global infrastructure “supercycle,” to restored power grids, and to the capital-intensive backbone of the AI era, all while receiving a well-financed, growing dividend.
Restaurant brands
Another top long-term gem that I continue to tout as an excellent holding Restaurant brands (TSX:QSR).
RBI still owns some of the most powerful fast-food brands in the world – Burger King, Tim Hortons and Popeyes – giving it a built-in path to steady, high-margin royalty growth. Sales across the system continue to grow and the company is targeting net restaurant growth of more than 5% by 2028, which equates to approximately 1,800 new restaurants per year, with most of that growth coming from higher-margin international markets. As the mix shifts to international and more franchised units, royalty rates and operating margins should improve structurally, creating a clean, capital-efficient revenue stream from a portfolio of brands already embedded in everyday life.
From a capital allocation perspective, RBI is moving towards an asset-light, franchise-heavy model that generates substantial free cash flow, which it aims to return to shareholders through dividends and buybacks. The company has committed to returning more than $1.6 billion to investors by 2026, highlighting that its core business is not only growing but also generating increasing amounts of cash. For Canadian investors, QSR offers a mix of low-single-digit organic revenue growth, mid-to-high single-digit earnings growth and a rising dividend, all wrapped around a portfolio of global brands already positioned to benefit from the gradual shift to value-oriented dining.
Shopify
Last but not least, we have one of the absolute best growth stocks the TSX has to offer Shopify (TSX: STORE).
Shopify has transformed from an e-commerce platform that wants to grow at all costs to a disciplined compounder with high margins and a clear path to sustained +20% revenue growth. The company has generated over $375 billion in gross merchandise volume and over $2 billion in free cash flow by 2025, reflecting a business model that can scale profitably while investing heavily in AI-powered commerce and built-in payments. As the number of business merchants expands and international markets such as Europe and Southeast Asia open up, Shopify’s platform now supports a much broader swath of global commerce, not just Canada-focused small and medium-sized businesses.
From a valuation perspective, SHOP still trades at a premium, but its underlying fundamentals – a high-quality, recurring revenue base, growing operating margins by almost 18% and a ten-year track record of massive compounding – justify holding SHOP as a core long-term holding and not as a trading ticket. The February 2026 announcement of a $2 billion share repurchase program indicates that management sees the current pullback as a buying opportunity, especially as the company shifts from “growth at any price” to a sharply focused, cash flow-positive model built for the AI-driven trading era. For Canadian investors today, owning Shopify essentially means betting that digital commerce will continue to migrate to a single, integrated platform — and that Shopify’s “merrider-first” playbook will ensure it wins the war for the operating system of global commerce.
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