White Papers
Tax-Efficient Discount Bond ETFs
by Justin Bender
Understanding Your Portfolio’s Rate of Return
by Justin Bender and Dan Bortolotti
A look at the various ways of measuring investment performance
Foreign Withholding Taxes
by Justin Bender and Dan Bortolotti
How to estimate the hidden tax drag on US and international equity index funds and ETFs
Tax-Loss Selling
by Justin Bender and Dan Bortolotti
Using Canadian-listed ETFs to defer taxes on capital gains
As Easy as ACB
by Justin Bender and Dan Bortolotti
Understanding and tracking your adjusted cost base with ETFs
White Papers
After-Tax Returns
by Justin Bender and Dan Bortolotti
How to estimate the impact of taxes on ETF performance
The One-Fund Solution
by Dan Bortolotti and Justin Bender
Getting started in index investing with the Tangerine Investment Funds
Asset Location for Taxable Investors
by Justin Bender and Dan Bortolotti
Is it still wise to keep bonds in your RRSP?
Foreign Withholding Taxes
by Justin Bender and Dan Bortolotti
How to estimate the hidden tax drag on US and international equity index funds and ETFs
Tax Loss Selling
by Justin Bender and Dan Bortolotti
Using Canadian-listed ETFs to defer taxes on capital gains
As Easy as ACB
by Justin Bender and Dan Bortolotti
Understanding and tracking your adjusted cost base with ETFs
Norbert’s Gambit – CIBC
by Justin Bender and Dan Bortolotti
A better way to buy U.S. dollars in a CIBC Investor’s Edge RRSP
Norbert’s Gambit – Scotia
by Justin Bender and Dan Bortolotti
A better way to buy US dollars in Scotia iTRADE accounts
Norbert’s Gambit – TD
by Justin Bender and Dan Bortolotti
A better way to buy U.S. dollars in a TD Direct Investing RRSP
Norbert’s Gambit – BMO
by Justin Bender and Dan Bortolotti
A better way to buy U.S. dollars in a BMO InvestorLine RRS
Norbert’s Gambit – RBC
by Justin Bender and Dan Bortolotti
A better way to buy U.S. dollars in an RBC Direct Investing RRSP