Jonathan Wellum: Canada vs. U.S. Stocks: Where Investors Should Put Their Money

Should you invest in Canada or the United States? In this Wealthion interview, RockLinc Investment Partners CEO Jonathan Wellum explains the critical differences between the two markets and where investors can still find overlooked opportunities in Canada. The U.S. dominates with unmatched size, liquidity, and technology leadership, while Canada remains concentrated in energy, resources, and banks. This creates very different risk/return profiles for investors. Jonathan covers: Why the U.S. market is deeper, more diversified, and a global growth engine. Canada’s heavy reliance on commodities, and why this makes returns more cyclical. The impact of currency swings (CAD vs. USD) on cross-border returns. Tax considerations for Canadians buying U.S. stocks (and vice versa). Why U.S. markets have outperformed for decades — and whether that will continue. Hidden Canadian gems like Cameco, Franco-Nevada, and Wheaton Precious Metals, and global firms like Brookfield and Constellation Software. How Wellum allocates today: ~65% U.S., ~35% Canada & Europe. 💡Get our free investing report on silver here: https://wealthion.com/silver/ 💡Concerned about Markets? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/4fLK28h 💡Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 0:24 - Top-Down: Canada vs. U.S. Economies 5:40 - Why U.S. Tech Dominates—and Why Canadians Must Own It 7:55 - Size & Liquidity: The U.S. Market’s Big Edge 9:45 - ⭐️ Wealthion Golden Nugget: How Currency Moves Can Wipe Out Your Gains 12:26 - Cross-Border Taxes: Withholding, Treaties & Capital Gains 14:12 - 10–20 Year Scorecard: TSX vs. S&P 500 16:50 - Building Smarter Portfolios: Balancing Canada & U.S. Exposure 19:13 - Rocklinc’s Current Mix: % U.S. vs. Canada 19:48 - Where to Find Rocklink Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #CanadaVsUS #USStocks #CanadianStocks #StockMarket #ValueInvesting #DividendInvesting #Technology #AI #BigTech #Energy #Commodities #Gold #Silver #Uranium #TSX #SP500 #CurrencyRisk #PortfolioStrategy ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices