PWL Research

CPP

Realize or Defer Gains

Rent vs Buy

Retirement

Learn

Assumptions

Corporation

Province

Market Value

$

Book Value

$

Personal Income

$

Realized Gains

$

Settlement Date

Time Horizon

yrs

Expected Returns

Asset Allocation

Canadian Dividends

%

Foreign Dividends

%

Income

%

Unrealized Capital Gains

%

Realized Capital Gains

%

Realize Gains Final NW

$NaN

Defer Gains Final NW

$NaN

Break Even Year

-

Assumptions

Corporation

Province

Market Value

$

Book Value

$

Personal Income

$

Realized Gains

$

Settlement Date

Time Horizon

yrs

Expected Returns

Asset Allocation

Canadian Dividends

%

Foreign Dividends

%

Income

%

Unrealized Capital Gains

%

Realized Capital Gains

%

Ben Felix, MBA, CFA, CFP®, F.Pl., CIM®Braden Warwick, PhD©2025 PWL Capital.