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Volatility can really feel like unhealthy information. But it may well additionally shake unfastened higher costs, higher offers, and higher long-term setups. Buyers don’t want to purchase each dip. They merely want to search out corporations during which the enterprise can hold bettering whereas the market will get distracted. That’s why TMX Group (TSX:X), and Dexterra Group (TSX:DXT) deserve consideration, although with one vital catch.

X

TMX Group presents a cleaner buyable instance. The corporate owns and operates key Canadian market infrastructure, together with the Toronto Inventory Trade, TSX Enterprise Trade, Montreal Trade, and knowledge companies. When markets get uneven, buying and selling volumes, derivatives exercise, listings, and demand for market knowledge can all grow to be extra vital.

That confirmed up within the newest quarter. X inventory reported document income of $488.2 million within the first quarter of 2026, up 16% from final yr. Adjusted diluted earnings per share (EPS) rose 33% to $0.65. X inventory noticed progress throughout capital formation, derivatives, equities buying and selling, and world insights. That’s precisely the type of diversified engine buyers need when one a part of the market cools and one other heats up.

X inventory additionally has a well timed catalyst. It agreed to purchase the CBOE’s Canadian and Australian change companies for $300 million. That deal may broaden its attain and provides it extra publicity to markets tied to mining, listings, and world capital flows. The chance is valuation, because it at the moment trades at about 26 instances earnings at writing. X inventory not often appears low-cost, and slower preliminary public providing (IPO) exercise may harm. Nonetheless, it stays one of many uncommon Canadian shares that may profit when volatility will increase. Add in a 1.9% dividend yield at writing, and that ought to assist as we watch for volatility to grow to be alternative.

DXT

Dexterra Group offers buyers a extra grounded alternative. The corporate gives assist providers, services administration, workforce lodging, and modular options. It serves prospects in industries equivalent to mining, power, infrastructure, aviation, and authorities. That doesn’t sound glamorous, however it may well show helpful when Canada must construct extra and function effectively.

The most recent quarter appeared sturdy. Dexterra’s income rose 15% to $275.5 million in Q1 2026. Adjusted earnings earlier than curiosity, taxes, depreciation and amortization (EBITDA) jumped 32.3% to $33.3 million, helped by worthwhile income progress and higher margins in its Asset Based mostly Companies enterprise. The corporate additionally pays a quarterly dividend of $0.10 per share, giving buyers some revenue whereas they wait. At writing, that involves a yield of three.1%.

Dexterra may benefit if infrastructure, useful resource, and defence spending hold rising. Distant camps, facility providers, and modular buildings can grow to be extra useful when tasks transfer forward and labour stays tight. The chance is execution. Margins can transfer round, contracts can shift, and cyclical finish markets can gradual, so buyers want endurance.

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For Tax-Free Financial savings Account (TFSA) buyers, the setup appears particularly helpful at the moment. None of those tales is dependent upon good markets, however on patrons recognizing worth, exchanges incomes from exercise, and repair suppliers supporting actual tasks. That’s a extra sensible technique to deal with volatility now. Add in dividends from at the same time as little as $7,000 in every, and that actually will make any investor really feel safer throughout unstable markets.

Collectively, these names present completely different sides of volatility. TMX reveals how market swings can gasoline income. Dexterra reveals how sensible service companies can develop via uncertainty. The important thing isn’t avoiding volatility, however utilizing it to your benefit, earlier than tomorrow’s alternative turns into apparent to everybody.