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Archive | Norbert’s Gambit

Norbert’s Gambit at RBC Direct Investing

US-listed ETFS are the most tax-efficient way to invest in foreign equities within your RRSP account.  The funds also tend to have lower annual fees than Canadian-listed ETFs.  However, they must be bought and sold in US dollars, and if you have to exchange your Canadian dollars for greenbacks, it can be extremely costly.  Many […]

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Perfecting the Perfect Portfolio

The Couch Potato portfolio has it all – low fees, broad-diversification, and simplicity. There’s not a whole lot of room for improvement, but with a few tweaks, investors can lower their costs even further. One such improvement can help mitigate the drag from foreign withholding taxes levied on dividends paid from US and other international […]

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Norbert’s Gambit at NBCN

It’s been over two years since I first wrote about using Norbert’s gambit in client accounts to cheaply convert Canadian dollars to US dollars (and vice-versa).  Various white papers followed, showing DIYers how to get around the big banks’ high currency conversion costs.  I even spoke with a few advisors and portfolio managers who had […]

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