• FR
  • Client Login
PWL Capital
  • Ideas & Insights
  • Our Advisors
  • Our Teams
  • Resources
    • White Papers
    • Market Statistics
    • Model Portfolios
    • Important Documents
    • Recommended Readings
    • Calculators
  • What We Do
  • Who We Are
    • Our Story
    • Our Board Members
    • Management Team
    • Governance & Internal Controls
    • Compliance
    • Safe-Keeping your Assets
    • World Class Partners
    • Research Department
    • Careers
  • Contact Us

White Papers

Scroll Down
  • Foreign Withholding Taxes – How to estimate the hidden tax drag on US and international equity index funds and ETFs
    Summary

    We have written several articles about foreign withholding taxes on the PWL Capital and Canadian Couch Potato blogs, including explanations of which fund structures are best held in which types of account.

    Contributors
    • PWL Headshot: Justin Bender
    • PWL Headshot: Dan Bortolotti
    Download Document
  • Norbert’s Gambit – TD A better way to buy U.S. dollars in a TD Direct Investing RRSP
    Summary

    When you perform Norbert’s gambit in a non-registered account at TD Direct Investing, most of the steps are the same as in an RRSP.

    Contributors
    • PWL Headshot: Justin Bender
    • PWL Headshot: Dan Bortolotti
    Download Document
  • Norbert’s Gambit – Scotia A better way to buy US dollars in Scotia iTRADE accounts
    Summary

    Scotia iTRADE launched its US-Friendly RRSP Account Service in January 2011.

    Contributors
    • PWL Headshot: Justin Bender
    • PWL Headshot: Dan Bortolotti
    Download Document
  • Norbert’s Gambit – CIBC A better way to buy U.S. dollars in a CIBC Investor’s Edge RRSP
    Summary

    Savvy DIY investors have long used a technique called “Norbert’s gambit” to sidestep these steep currency conversion costs. The name comes from Norbert Schlenker, an investment advisor in B.C. who was the first to popularize it.

    Contributors
    • PWL Headshot: Justin Bender
    • PWL Headshot: Dan Bortolotti
    Download Document
  • Norbert’s Gambit – BMO A better way to buy U.S. dollars in a BMO InvestorLine RRSP
    Summary

    Savvy DIY investors have long used a technique called “Norbert’s gambit” to sidestep these steep currency conversion costs.

    Contributors
    • PWL Headshot: Justin Bender
    • PWL Headshot: Dan Bortolotti
    Download Document
  • Norbert’s Gambit – RBC A better way to buy U.S. dollars in an RBC Direct Investing RRSP
    Summary

    Savvy DIY investors have long used a technique called “Norbert’s gambit” to sidestep these steep currency conversion costs.

    Contributors
    • PWL Headshot: Justin Bender
    • PWL Headshot: Dan Bortolotti
    Download Document
  • Tax Loss Selling Using Canadian-listed ETFs to defer taxes on capital gains
    Summary

    No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain.

    Contributors
    • PWL Headshot: Justin Bender
    • PWL Headshot: Dan Bortolotti
    Download Document
  • RRSP, TFSA or pay down debt
    Summary

    A perennial question for investors is the best location for the next dollar they can save: RRSP, TFSA or paying off the mortgage or line of credit.

    Contributors
    • PWL Headshot: Graham Westmacott
    Download Document
  • As Easy as ACB – Understanding and tracking your adjusted cost base with ETFs
    Summary

    One of the most complicated and tedious tasks investors must do is calculate the adjusted cost base (ACB) for each security in their taxable accounts.

    Contributors
    • PWL Headshot: Justin Bender
    • PWL Headshot: Dan Bortolotti
    Download Document
  • 1
  • 2
  • 3
  • 4

Subscribe to PWL Capital Newsletter

To receive the latest information from PWL Capital, please subscribe to our newsletter.
PWL Capital

Connect with Us

  • Financial Planning
  • Portfolio Management
  • Family Office – Legacy Planning & Management
  • Our Advisors
  • Ideas & Insights
  • Resources
  • FAQ
  • Our Teams
  • Contact Us
Investment Industry Regulatory Organization of Canada
Canadian Investor Protection Fund
Center for Fiduciary Excellence
Global Association of Independent Advisors

Portfolio Management and brokerage services are offered by PWL Capital Inc, which is regulated by Investment Industry Regulatory Organization of Canada (IIROC), and is a member of the Canadian Investor Protection Fund (CIPF).

Financial planning and insurance products are offered by PWL Advisors Inc., and is regulated in Ontario by Financial Services Commission of Ontario (FSCO) and in Quebec by the Autorité des marchés financiers (AMF). PWL Advisors Inc. is not a member of CIPF.

  • FAQ
  • Resources
  • Contact Us
  • Careers
  • Complaints
  • Privacy & Terms of Use
  • Protection of Personal Information
Copyright © 2018 All rights reserved.
Designed and developed by Third Wunder
PWL Capital
  • Ideas & Insights
  • Our Advisors
  • Our Teams
  • Resources
    • White Papers
    • Market Statistics
    • Important Documents
    • Model Portfolios
    • Recommended Readings
    • Calculators
    • Checklists
  • What We Do
  • Who We Are
    • Our Story
    • Our Board Members
    • Management Team
    • Governance & Internal Controls
    • Compliance
    • World Class Partners
    • Research Department
  • Contact Us
  • Client Login
  • FR