Q: Although I realize you are not tax experts, I have a general question about holding ETF’s in an an open account. My understanding is that Canadian-listed ETF’s are exempt from the T1135 filing. So I believe HXDM, even though an International ETF, could be held in a non-registered account without any filing requirement. Is my assumption correct?

On the other hand, any ETF could be held within an RRSP without filing (eg. VWO).

Q: The tax gross-up effect of my Canadian dividend paying stocks is creating an OAS clawback concern in my non-registered account. Looking for tax-efficient US and International ETF’s. I don’t want ex-Canada ones because I want to have the flexibility to adjust weightings between these two.

Would HXS be a good option for US? The MER isn’t the best but maybe okay. I don’t know for the International. Thoughts?

Q: Has Horizon simply changed its name or has it sold to a new company?? The above funds are now called Global X.... If sold, can you please tell me about the new company.
Thanks!