The Canadian Investor

We’ve got fresh TFSA room for 2026, so we’re switching it up with a list of 8 stocks that we think are worth considering inside a TFSA.

This isn’t a deep dive, it’s a clear bull case + key risks for each idea. We hit everything from a data-and-subscription business getting punished by “AI disruption” fears, to a global infrastructure/engineering compounder riding grid and capex cycles, to a Canad...

The US Department of Justice has opened a probe into Jerome Powell and markets are interpreting it as a direct challenge to the independence of the Fed by Trump.

We then break down Aritzia’s latest blowout quarter, highlighting rapid U.S. expansion, strong margins despite tariffs, and why execution continues to separate it from peers. We also cover Minto REIT being taken private at a 32% premium, why the deal is less compelli...

After BCE cut its dividend in mid-2025, investor capital rotated into TELUS as the next high-yield alternative. In this episode, we examine whether TELUS is now facing the same fate or whether the comparison is flawed.

We break down the key differences between TELUS and BCE at the point of stress, focusing on free cash flow coverage, leverage, capital intensity, growth outlook, and management execution. While TELUS’s dividend...

We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality.

In Part 2, we tackle the last 15 names (and 2 bonus names) covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk.

Tickers of stocks discussed: SHOP.TO, FNV.TO, NA.TO, DOL.TO, RY.TO, B...

We’re kicking off a two-part series ranking the 30 largest public companies in Canada based purely on business quality.

In Part 1, we tackle the first 15 names—covering everything from banks and pipelines to precious metals—sharing our perspective on which business models stand the test of time and which ones carry more hidden risk.

Tickers of stocks discussed: RY.TO, SHOP.TO, TD.TO, BN.TO, ENB.TO, ABX.TO, BMO.TO,...

It’s our annual Bold Predictions episode. We score our 2025 calls (BCE’s dividend cut, the CAD move, and the SHOP vs. RY market-cap battle), then lay out measurable 2026 predictions: mega-cap AI names potentially facing capex fatigue, an “anti-AI” basket of incumbents looking set for mean reversion, a possible management reset at CNI with buybacks paused to prioritize debt reduction, and Dan’s call for...

The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks.

The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across c...

Simon Belanger is joined by Dan Foch to demystify Canada’s private mortgage landscape from MICs (Mortgage Investment Corporations), to mortgage finance companies, and why syndicated mortgages. They break down how these funds generate eye-catching yields, where the real fees live, why first vs. second-position lending matters, and the biggest risk most investors underestimate: liquidity. The conversation also covers gated rede...

In this episode, we’re joined by Bipen Rai, Managing Director and Head of ETF and Alternatives Strategy at BMO Global Asset Management.

We discuss the current macro environment, the outlook for interest rates, and how investors should think about portfolio construction as markets move further away from the post-GFC playbook. Bipen shares his perspective on gold and why it continues to play an important role in portfolios, how...

Canadian CPI surprised slightly to the downside, but food inflation is still biting, with big moves in staples like beef and coffee. We also break down the shakeup at Lululemon as the CEO steps down, and why investors appear to be welcoming change. On the Canadian side, we dig into Group Dynamite’s eye-popping results and what’s behind the momentum. Finally, we tackle the name that’s been weighing on markets. We w...

In this episode of the Canadian Investor Podcast, we discuss a viral tweet about paying off a low-rate mortgage sparked a familiar debate — invest or kill the mortgage? For Canadians, the answer isn’t nearly as simple. With higher renewal rates, stretched market valuations, and taxes in the mix, the math has quietly shifted.

We break down when investing still makes sense, when paying down a mortgage becomes a compelling...

In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and locking in an exclusive partnership with PC Optimum. We break down what the deal really means, why Loblaw becoming a major shareholder matters, and how this positions EQ Bank against Canada’s much larger incumbents.

We also dig into earnings from TD and Royal Bank, where strong ca...

Simon and Dan kick off this episode with a clear, beginner-friendly walkthrough of the main Canadian investment accounts. If you’re not sure which account to pick or you need a refresher, the first half of this episode is for you. TFSA, RRSP, FHSA, RESP, taxable and locked-in accounts, Simon and Dan go over how they work, when they make the most sense, and the biggest pitfalls to avoid (like TFSA over-contributions and RRSP w...

On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CEO shakeups and a long-awaited bank sale.

We break down Telus’ dividend growth pause and DRIP phase-out, why the company says the payout is safe, and what 2026 free cash flow could mean for investors. Then we look at Goeasy, where CEO Dan Rees is stepping down amid rising provisi...

Before you start investing, there are a few fundamentals every Canadian needs to get right — but most people skip straight past them. In this episode, Simon and Dan lay out a simple framework to follow before you consider investing a single dollar in the markets.

Then, Simon sits down with Dan Broten, Senior Vice President and Head of EQ Bank, for a deep dive into the state of Canadian banking. They discuss EQ’s new sur...

Couche-Tard may finally be showing early signs of a long-awaited turnaround with improving U.S. trends, stronger margins, and surprising strength in food and nicotine alternatives. Home Depot delivered solid operations but once again cut guidance as the renovation cycle continues to stall.

And then there’s Nvidia another monster quarter… paired with a surprisingly cold market reaction. We dig into what’s driving ...

Braden and Simon sit down with Jan van Eck, CEO of VanEck, for a wide-ranging conversation on where capital should be going over the next decade. Jan explains why he sees gold re-emerging as a global reserve asset, how central bank and emerging-market demand could fuel a long bull market, and why a 20% drawdown wouldn’t change his thesis. They dig into the AI build-out and the semiconductor cycle through SMH and Nvidia’...

Simon and Dan break down Canada’s latest CPI print and why inflation data doesn’t always match what you see at the grocery store. They dig into the recent drawdown in risk assets, from Bitcoin and Ethereum to the high-growth and AI names that have gone from “can’t miss” to painful drawdowns. They also look at Berkshire’s new stake in Alphabet, what it might signal for big tech, and wrap up with a...

For Financial Literacy Month, Simon dives into one of the most overlooked parts of investing: freeing up cash flow. From understanding what your true inflation rate is to identifying high-impact savings in your budget, this episode is all about practical ways to improve your purchasing power and invest more even if your income hasn’t kept up with rising costs.

Simon shares how he cut his own internet bill in half, how to nego...