The easy way to calculate ACB for ETFs

Are your clients pulling their hair out trying to calculate ACB? It can be tedious and time-consuming, but there’s a simpler way.

Justin Bender, Associate Portfolio Manager, PWL Capital Inc. and Dan Bortolotti, Financial Planning Consultant, PWL Advisors Inc., have put together an easy-to-follow guide to getting ACB calculations right.

Before getting started, users will need to set up an account at AdjustedCostBase.ca, and should bookmark CDSinnovations.ca.

Also read:

Are ETFs cheaper?

ETFs fit the bill for fixed-income allocation

Use ETFs to hold your cash

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.