Navigating Cross-Border Tax Implications for Investors

Should you invest in Canada or the United States? In this Wealthion interview, RockLinc Investment Partners CEO Jonathan Wellum explains the critical differences between the two markets and where investors can still find overlooked opportunities in Canada. The U.S. dominates with unmatched size, liquidity, and technology leadership, while Canada remains concentrated in energy, resources, and banks. This creates very different risk/return profiles for investors.

Jonathan covers:

• Why the U.S. market is deeper, more diversified, and a global growth engine.
• Canada’s heavy reliance on commodities, and why this makes returns more cyclical.
• The impact of currency swings (CAD vs. USD) on cross-border returns.
• Tax considerations for Canadians buying U.S. stocks (and vice versa).
• Why U.S. markets have outperformed for decades — and whether that will continue.
• Hidden Canadian gems like Cameco, Franco-Nevada, and Wheaton Precious Metals, and global firms like Brookfield and Constellation Software.
• How Wellum allocates today: ~65% U.S., ~35% Canada & Europe.

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Chapters:

0:24 - Top-Down: Canada vs. U.S. Economies

5:40 - Why U.S. Tech Dominates—and Why Canadians Must Own It

7:55 - Size & Liquidity: The U.S. Market’s Big Edge

9:45 - ⭐️ Wealthion Golden Nugget: How Currency Moves Can Wipe Out Your Gains

12:26 - Cross-Border Taxes: Withholding, Treaties & Capital Gains

14:12 - 10–20 Year Scorecard: TSX vs. S&P 500

16:50 - Building Smarter Portfolios: Balancing Canada & U.S. Exposure

19:13 - Rocklinc’s Current Mix: % U.S. vs. Canada

19:48 - Where to Find Rocklink

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

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