The Canadian Investor 3 Signs a Dividend Cut Is Coming and Canadian Bank Earnings Kick Off
On this episode of The Canadian Investor Podcast, Simon and Dan cover a packed slate of major Canadian market moves — from dividend shocks to CEO shakeups and a long-awaited bank sale.
We break down Telus’ dividend growth pause and DRIP phase-out, why the company says the payout is safe, and what 2026 free cash flow could mean for investors. Then we look at Goeasy, where CEO Dan Rees is stepping down amid rising provisions, a short report, and widespread management turnover. Simon also explains Allied Properties’ 60% distribution cut, highlighting the three warning signs that dividend investors should always watch for.
Then we dive into Laurentian Bank’s split sale to Fairstone and National, and what this means for Quebec’s banking landscape.
Finally, we review Scotiabank’s strong quarter and whether the bank is starting to pull off a real turnaround.
Tickers Discussed: T, BCE, GSY, AP.UN, NA, LB, BNS
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