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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello 5i Team.
Point of clarification on your reply to Leonard yesterday regarding ZPAY. My understanding is that any dividends from this ETF will be subject to the with holding tax, which is then recoverable upon tax filing. If this is the case, then does it matter if this ETF is held in a RRSP or cash account, if the tax is recoverable?

Due to the options strategy of the ETF, what tax implications are there on any capital gains the ETF may incur?

Please deduct as required. Many tx for the continued help.

Steve
Read Answer Asked by Stephen on July 16, 2020
Q: I am thinking of purchases of these 6 ETFs (or some of them). Would you see ZPAY, FCIQ, and FCUQ as being defensive? And back to the "where should I hold" issue: where would these 6 best be held for tax or other efficiencies: Cash account? RRSP? TFSA? Corporate account? Many thanks.
Read Answer Asked by Leonard on July 13, 2020
Q: I just read your answer re the above symbol, Larry Bermans newest addition. My question would be, what would you recommend that has a longer track record and is similiar to zpay's philosophy, maybe not quite the best word for an etf !!. Thank you.
Read Answer Asked by Maureen on May 15, 2020
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