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  5. VBAL: I am getting older and I am trying to simplify my accounts in case my wife or daughter have to take over for whatever reason. [Vanguard Balanced ETF Portfolio]

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Q: I am getting older and I am trying to simplify my accounts in case my wife or daughter have to take over for whatever reason. I am moving to VBAL and VGRO as all in one type ETFs to make that happen. My question is about taxing: how are these viewed by the CRA?
Asked by Wayne on January 13, 2026
5i Research Answer:
ETFs 'pass on' tax consequences to unitholders. Thus, the tax status will depend on what the ETF...
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