Justin Bender and Dan Bortolotti

Tax implications of investing abroad

Diversifying a portfolio with U.S. and international stocks offers great benefits, but those benefits carry a cost: foreign withholding taxes

By Justin Bender and Dan Bortolotti |July 3, 2015

2 min read

Your Business

CE Course: After-tax returns: How to estimate the impact of taxes on ETF performance

COURSE SUMMARY Justin Bender and Dan Bortolotti of PWL Capital explain how to estimate the impact of taxes on ETF performance. Introduction If clients hold ETF investments outside registered accounts, taxes can take a big bite out of returns. Unfortunately, comparing the tax-efficiency of similar ETFs is difficult, because there is no standard method for […]

By Justin Bender and Dan Bortolotti |January 23, 2015

15 min read

Your Business

As easy as ACB: Understanding and tracking adjusted cost base with ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain ACB reporting for ETFs

By Justin Bender and Dan Bortolotti |June 2, 2014

9 min read

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

Market Insights

The trouble with foreign withholding taxes

Estimate the hidden tax drag on U.S. and international equity index funds and ETFs

By Justin Bender and Dan Bortolotti |May 16, 2014

6 min read

Tax News

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