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Foreign Withholding Taxes

July 5, 2016

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

How to estimate the hidden tax drag on US and international equity ETFs

Great Expectations

March 1, 2016

By: Raymond Kerzérho & Dan Bortolotti

Publication: PWL Capital

Understanding your portfolio’s rate of return

July 1, 2015

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

A look at the various ways of measuring investment performance

The Role of Preferred Shares In Your Portfolio

February 27, 2015

By: Raymond Kerzérho & Dan Bortolotti

Publication: PWL Capital

The risks and rewards of Canadian preferred shares

Managing Risk

January 28, 2015

By: Raymond Kerzérho & Dan Bortolotti

Publication: PWL Capital

How a diversified portfolio protects you from economic and behavioral pitfalls

After-Tax Returns

September 25, 2014

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

How to estimate the impact of taxes on ETF performance

Please feel free to download our PWL 2013 After-Tax Rate of Return Calculator.

Great Expectations

June 5, 2014

By: Raymond Kerzérho & Dan Bortolotti

Publication: PWL Capital

How to estimate future stock and bond returns when creating a financial plan

The One-Fund Solution

May 8, 2014

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

Getting started in index investing with the Tangerine Investment Funds

Asset Location for Taxable Investors

April 22, 2014

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

Is it still wise to keep bonds in your RRSP?

Foreign Withholding Taxes

February 12, 2014

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

How to estimate the hidden tax drag on US and international equity index funds and ETFs

Norbert’s Gambit – CIBC

December 2, 2013

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

A better way to buy U.S. dollars in a CIBC Investor’s Edge RRSP

Norbert’s Gambit – Scotia

December 2, 2013

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

A better way to buy US dollars in Scotia iTRADE accounts

Norbert’s Gambit – TD

December 2, 2013

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

A better way to buy U.S. dollars in a TD Direct Investing RRSP

Norbert’s Gambit – BMO

December 2, 2013

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

A better way to buy U.S. dollars in a BMO InvestorLine RRSP

Norbert’s Gambit – RBC

October 24, 2013

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

A better way to buy U.S. dollars in an RBC Direct Investing RRSP

Tax Loss Selling

October 18, 2013

By: Justin Bender & Dan Bortolotti

Publication: PWL Capital

Using Canadian-listed ETFs to defer taxes on capital gains

As Easy as ACB

April 2, 2013

By: Justin Bender & Dan Bortolotti

Understanding and tracking your adjusted cost base with ETFs