Investor-grade writing for Canadian income builders
Clear articles on DRIP mechanics, dividend tax, account placement, and income-planning math.
Latest writing
Recent posts
Page 3 of 18 from the full archive.
Restaurant Brands (QSR) vs. McDonald's (MCD): The Withholding Tax Difference Canadians Miss
Restaurant Brands vs. McDonald's Q1 2026: the real difference for Canadian investors isn't brand strength, it's domicile — one carries US withholding tax, the other doesn't.
Read article→Brookfield Renewable (BEPC) vs. Northland Power (NPI): Two Renewable Growth-to-Income Paths
Brookfield Renewable vs. Northland Power Q1 2026: comparing FFO growth and a payout increase against a deliberate dividend cut funding new project growth.
Read article→Shopify (SHOP) vs. Constellation Software (CSU): Two Ways to Be a Canadian Growth Company
Shopify vs. Constellation Software Q1 2026: comparing organic platform growth against acquisition-driven compounding, and what each means for a portfolio's growth allocation.
Read article→Fortis (FTS) vs. Emera (EMA): Comparing Two Canadian Utility Dividend Growers
Fortis vs. Emera Q1 2026: comparing dividend growth guidance, capital plans, and Emera's ongoing portfolio simplification through asset sales.
Read article→Bank of Nova Scotia (BNS) vs. Bank of Montreal (BMO): A Canadian Bank Comparison
Scotiabank vs. BMO fiscal Q2 2026: comparing net income growth, ROE targets, and BMO's Transportation and Vendor Finance divestiture.
Read article→Enbridge (ENB) vs. TC Energy (TRP): Comparing Two Canadian Pipeline Giants
Enbridge vs. TC Energy Q1 2026: comparing scale, dividend streaks, and growth rate across Canada's two largest pipeline dividend payers.
Read article→Shopify (SHOP): A Growth Due-Diligence Profile for Canadian Investors
A due-diligence look at Shopify's Q1 2026 results: 34% revenue growth, a non-cash GAAP loss, and why the Q2 guidance deceleration mattered more to the market than the beat.
Read article→Constellation Software (CSU): A Growth Due-Diligence Profile for Canadian Investors
A due-diligence look at Constellation Software's Q1 2026 results: 20% revenue growth, a board transition, and how its small dividend fits an acquisition-compounding model.
Read article→TD Bank (TD): A Due-Diligence Profile — Growth, AML Remediation, and the Dividend
A due-diligence look at TD Bank's fiscal Q2 2026 results: record Canadian banking earnings, a 4% dividend increase, and the ongoing AML remediation cost.
Read article→