Portfolio construction

Foreign withholding tax: Is the credit always worth it?

Advisor's Edge

Foreign withholding tax: Is the credit always worth it?

Comparing tax options for foreign dividend-paying stocks

By Curtis Davis |October 15, 2018

4 min read

How portfolio structure can save tax for clients with private corps

Tax News

How portfolio structure can save tax for clients with private corps

Customized solutions will take on greater importance for clients who own Canadian-controlled private corporations

By Kyle Westhaver and John Nicola |July 25, 2018

5 min read

Decorative pattern

Advisor's Edge

Spring training for portfolios

PMs share insights from their playbooks

March 16, 2018

10 min read

Decorative pattern

Advisor's Edge

Bring your portfolio back to life

How to drop dead stocks and trim outsized names

By Katie Keir |January 25, 2018

7 min read