In the Money with Amber Kanwar Canada First: Inside an $8 Billion Fund Manager’s Playbook
Are Canadian stocks finally having their moment? In this episode of In the Money with Amber Kanwar, Garey Aitken, Head of Canadian Equities at Franklin Templeton’s ClearBridge Investments, breaks down the "sell America, buy Canada" trend, explains why the U.S. is losing some of its exceptionalism, and gives his take on whether this shift is short-lived or part of a longer-term rebalancing in global markets.
Garey shares 8 Canadian stocks he believes have a clear edge right now—from blue-chip dividend names to contrarian energy picks and growth stocks flying under the radar. He offers candid takes on valuation, proxy battles, strategic reviews, and where he's deploying capital now. If you're after resilience, income, or upside, there's something in here for every kind of investor.
Plus, with a federal election looming, what impact could the outcome have on Canadian energy policy and investor sentiment? Garey weighs in on how much political risk he's factoring in and what to watch for in the days ahead.
Whether you're a long-term investor, dividend chaser, or market skeptic—this episode is packed with expert insight.
Timestamps
00:00 Show Intro
01:40 Garey Aitken’s approach to investing and why Canada is outperforming the U.S.
03:50 Is this the beginning of Canadian exceptionalism?
07:45 Reasons Canadian stocks have an edge right now
11:00 Uncertainty facing the Canadian economy and what the federal election means
16:15 ITM Mailbag: Does Garey like Dollarama (DOL.TO) at these levels?
18:50 What does Garey think about Parkland’s (PKI.TO) proxy battle and what does it mean for the stock?
24:55 What does Garey think about Couche-Tard in 2025? (ATD.TO)
33:20 Does Garey like Capital Power (CPX.TO) at these levels?
36:20 Is Constellation Software insulated from tariffs and what does Garey think about the valuation?
40:15 Garey’s Pro Picks
Sponsors
This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more information
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DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
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Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
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