Your Business

Foreign withholding taxes: How to estimate the hidden tax drag on U.S. and international equity index funds and ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain the ins and outs of foreign withholding tax on U.S. and international equity index funds and ETFs.

By Justin Bender and Dan Bortolotti |June 2, 2014

14 min read

Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]

By Justin Bender and Dan Bortolotti |December 5, 2013

17 min read

Kicking the bucket strategy

Financial planner and market theoretician Jim Otar explains the problems with bucket strategies.

October 24, 2013

10 min read

Tweaking withdrawals for lifelong income

A common misconception about retirement income planning is that if a portfolio doesn’t grow as planned, all you need to do is bring down withdrawals for a year and it will be back on track for lifelong income.

October 23, 2013

10 min read