For many of our clients, especially those who are retired or nearing retirement, dividend-paying investments are the foundation of financial security. Whether those dividends come from Canadian blue chips or U.S. market leaders, our goal at the Allan Bush Investment Team is to protect that income stream and ensure it continues to support the lifestyle you’ve worked hard to build.

With President Trump’s renewed focus on trade protectionism, including proposed tariffs on certain imports, headlines can sometimes raise questions about how these policies might affect Canadian investors. While these moves are designed to strengthen U.S. industries, they can create ripple effects across markets, including Canada.

The good news? We are already positioned to adapt.

How We’re Managing U.S. and Canadian Dividend Exposure

1. Diversifying Income Sources
We make sure our clients’ portfolios are not overly reliant on any one company, sector, or country. This helps reduce the impact of policy shifts in the U.S. or anywhere else.

2. Assessing Dividend Strength
Our ongoing due diligence process looks at payout ratios, earnings stability, and cash flow strength to help ensure your dividends remain reliable, even in changing trade environments.

3. Balancing Sector Risk
Where tariffs could create pressure, such as in manufacturing or consumer goods, we look for opportunities in sectors less directly affected, such as utilities, healthcare, or technology.

4. Currency Considerations
Exchange rate fluctuations can influence dividend income from U.S. stocks. We use strategies to help manage currency risk while keeping portfolios flexible for opportunity.

5. Active Monitoring and Rebalancing
We follow trade policy developments closely and adjust portfolios when needed to protect both income and growth potential.

Even for those focused mainly on Canadian dividend-paying companies, trade policy matters. Many Canadian companies rely on U.S. markets for a significant share of revenue, and we factor this into our portfolio decisions. Our approach blends income stability with growth opportunities, ensuring your portfolio works for you in both calm and shifting market conditions.

Our Commitment

Markets will always respond to political changes, but at Allan Bush Investment Team our philosophy for the last 25 years remains the same: give our clients the ability to consistently rely on a predictable and stable component of their total portfolio return to produce the income they need, when they need it. And those two things are definitely “Better Together”.

Let’s connect to review your portfolio and make sure it’s ready for whatever comes next—without compromising the future you’ve planned.