In this episode of The Canadian Investor Podcast, we break down which types of investments may be best suited for different Canadian accounts, including TFSAs, RRSPs, FHSAs, RESPs and taxable accounts. We look at Canadian stocks, U.S. stocks, Canadian-listed ETFs, U.S.-listed ETFs and international ETFs, with a focus on tax efficiency, dividend treatment, withholding taxes and capital gains.

We also discuss why the “right” account can depend on the type of income an investment produces, whether dividends are Canadian or foreign, and how ETF structure can create different withholding tax outcomes for Canadian investors.

In the second half of the episode, we look at four Canadian acquisition-heavy compounders that have struggled recently: Constellation Software, WSP Global, Boyd Group Services and TerraVest. We discuss why each company has been under pressure, including valuation resets, AI disruption fears, macro headwinds, governance concerns and slower end-market demand. We also look at what could drive a recovery for each business.

Tickers discussed: CSU.TO, WSP.TO, BYD.TO, TVK.TO, VOO, VFV.TO, QQQ, ASML

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Check out our portfolio by going to Jointci.com
Our Website
Our New Youtube Channel!
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor 

Spotify - The Canadian Real Estate Investor 

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

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In this episode of The Canadian Investor Podcast, we break down which types of investments may be best suited for different Canadian accounts, including TFSAs, RRSPs, FHSAs, RESPs and taxable accounts. We look at Canadian stocks, U.S. stocks, Canadian-listed ETFs, U.S.-listed ETFs and international ETFs, with a focus on tax efficiency, dividend treatment, withholding taxes and capital gains.
We also discuss why the &ldquo;right&rdquo; account can depend on the type of income an investment produces, whether dividends are Canadian or foreign, and how ETF structure can create different withholding tax outcomes for Canadian investors.
In the second half of the episode, we look at four Canadian acquisition-heavy compounders that have struggled recently: Constellation Software, WSP Global, Boyd Group Services and TerraVest. We discuss why each company has been under pressure, including valuation resets, AI disruption fears, macro headwinds, governance concerns and slower end-market demand. We also look at what could drive a recovery for each business.
Tickers discussed: CSU.TO, WSP.TO, BYD.TO, TVK.TO, VOO, VFV.TO, QQQ, ASML
Subscribe to our <a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1"><a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing&nbsp;podcast&nbsp;for Canadians.

The Canadian Investor

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.