COMMENTARY: July 2024

Qube's Commentary is a collection of insightful articles written by our expert team. Inside, you'll find...

Reflecting on Our Dogs

Not every investment decision pans out and, like everyone, we've made mistakes in the past. The difference with Qube is that we embrace those mistakes and extrapolate on why we made the decisions we did. This article not only reflects on the dogs in the portfolio, but lays out the best practices of our deliberation process.

How Green is the Grass?

Many immigrants to Canada settle into their province of choice with hope for a better future. Newly minted Associate Investment Counsellor Karlen shares the circumstances of his grandparents' arrival in Canada and ponders which province actually leaves you the most money after tax.

The Moral Line: When Tax Planning Goes Too Far

Fiduciaries like Qube have a legal and ethical obligation to do the best thing for their clients. Theoretically, that means maximizing after-tax wealth by any means within the bounds of the law. But when does one cross the line from tax planning to tax avoidance? The line is not as clear as you might think.

...And way more!