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5i Recent Questions
- Sun Life Financial Inc. (SLF)
- Tourmaline Oil Corp. (TOU)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
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- Brookfield Asset Management Inc Class A Limited (BAM)
- iShares ESG Advanced MSCI USA Index ETF (XUSR)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?
Ted
Ted
- Unilever PLC (UL)
- Global X Marijuana Life Sciences Index ETF (HMMJ)
- iShares ESG Advanced MSCI USA Index ETF (XUSR)
Q: Looking at adding the 3 equities (HMMJ:CA; UL:US; XUSR:CA) to a TFSA. Some questions re: these 3 securities:
(a) is HMMJ:CA a reasonable security for exposure to marijuana sector, or is there another security (preferably, trading in CAD$) that you would recommend?
(b) is UL:US a U.K.-associated security, and hence there would be no tax withholding if held within a TFSA?
(c) is XUSR:CA a reasonable security for ESG exposure (in Canadian dollars) for TFSA, or is there another similar type of security that you would prefer for a TFSA?
Ted
(a) is HMMJ:CA a reasonable security for exposure to marijuana sector, or is there another security (preferably, trading in CAD$) that you would recommend?
(b) is UL:US a U.K.-associated security, and hence there would be no tax withholding if held within a TFSA?
(c) is XUSR:CA a reasonable security for ESG exposure (in Canadian dollars) for TFSA, or is there another similar type of security that you would prefer for a TFSA?
Ted
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