These Dividend Stocks Could Compound for Years

These Dividend Stocks Could Compound for Years

July 16, 2026 · 52 min · Episode 154

About this episode

Fiona Wilson discusses the importance of dividend growth and her investment strategies using AI to forecast dividends.

More than 300 companies around the world cut their dividends in 2020 —but not a single company in Fiona Wilson's portfolio did. Fiona, who co-manages the i3 dividend fund portfolios within Guardian Capital LP, explains why chasing the highest dividend yield can be a costly mistake and why dividend growth is the key to building long-term wealth. She shares how her team uses artificial intelligence to forecast dividend growth, identify companies at risk of cutting their payouts, and uncover high-quality businesses that can compound for years. In the mailbag, Fiona answers your questions on Canadian bank stocks including RBC (RY), TD and CIBC, whether Enbridge (ENB) is still a buy after its big run, the outlook for TELUS (T), why she remains bullish on Microsoft (MSFT), why Apple (AAPL) remains one of her favourite long-term holdings despite its premium valuation, and what to make of the recent strength in U.S. financials, including Morgan Stanley (MS). In Pro Picks, Fiona shares four high-conviction dividend growth ideas: Costco (COST), ASML Holding (ASML), Amphenol (APH), and Parker-Hannifin (PH). She explains why these companies combine rising dividends, strong earnings growth…

People in this episode

Host: Amber Kanwar

Guest: Fiona Wilson

Topics covered

Keywords

Mentioned in this episode

Organizations: Guardian Capital LP

Products: i3 dividend fund portfolios, RBC, TD, CIBC, Enbridge, TELUS, Morgan Stanley, Costco, ASML Holding, Amphenol

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