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ETF and DRIP Investing

Guides for Canadian ETF and DRIP investors tracking return of capital, phantom distributions, reinvestments, and ACB changes.

DRIP and Adjusted Cost Base: What Canadian Investors Need to Track

Every DRIP share purchase adds to your adjusted cost base. Miss even a few years of DRIP transactions and your ACB is understated — which means you'll report more capital gain than you owe.

ETF Return of Capital: How It Reduces Your ACB in Canada

Return of capital from Canadian ETFs reduces your adjusted cost base every year it's paid. If you don't track ROC adjustments, your capital gain at sale will be larger than expected.