White Papers 2017-03-28T16:40:40+00:00

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

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