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ETFs

A man drinks from his coffee while reading about U.S. withholding tax rules on his computer

Ask a Planner

Do you pay withholding tax on U.S. ETFs?

A Canadian-domiciled ETF is almost always subject to U.S. withholding tax, but there are exceptions and a foreign tax...

Do you pay withholding tax on U.S. ETFs?
A woman sits in her bedroom, looking at her investments both on her phone and her laptop

Investing

Making sense of the markets this week: December 11, 2022

What’s up with the Bank of Canada recent interest rate hike? (Are we there yet?) Also, bonds are back...

Making sense of the markets this week: December 11, 2022
Black Friday sales window, to illustrate the winner of

Investing

Making sense of the markets this week: December 4, 2022

A favourite time of year for Canadian investors with big banks reporting their earnings; and the Bank of Canada...

Making sense of the markets this week: December 4, 2022
Close up of a phone screen showing the Twitter icon.

Investing

Making sense of the markets this week: November 27, 2022

Dale Roberts is back, and he looks at “what the heck’s been going on!”—plus Canada’s retail darling, crypto and...

Making sense of the markets this week: November 27, 2022

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A man holds a dollar bill with a bitcoin sticker, symbolizing the recent fall of FTX and cryptos big falls

Investing

Making sense of the markets this week: November 20, 2022

At least inflation is flatlining, more bad news for crypto, Algonquin loses one-third of its value in less than...

Making sense of the markets this week: November 20, 2022
A pipeline worker is featured, as the article below talks about how the pipeline is attractive right now for Canadian investors

Investing

Making sense of the markets this week: November 13, 2022

Shopify surprises to the upside, mixed earnings season for Canada’s natural resources, and it continues to be tech versus...

Making sense of the markets this week: November 13, 2022
Hands are shown, typing on a laptop, to tie into the earnings reports below.

Investing

Making sense of the markets this week: November 6, 2022

Shopify surprises to the upside, mixed earnings season for Canada’s natural resources, and it continues to be tech versus...

Making sense of the markets this week: November 6, 2022
A CN train is pictured to connect with the earnings report below

Investing

Making sense of the markets this week: October 30, 2022

What the latest Bank of Canada rate hikes mean yet again, and rails keep rolling while tech stocks crater....

Making sense of the markets this week: October 30, 2022

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A bird flying in the sunset to symbolize the 60/40 balance portfolio as a pheonix rising again.

Retired Money

The 60/40 portfolio: A phoenix or a dud for retirees?

Retired or near retirement and rethinking the classic balanced asset allocation? Here’s the debate—that’s not really a debate—on the...

The 60/40 portfolio: A phoenix or a dud for retirees?

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