Canadian Banks End 2025 on a High Note
The Canadian Investor · Braden Dennis & Simon Belanger
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Show Notes
In this episode of the Canadian Investor Podcast, EQ Bank announced a major acquisition on the same day as earnings — buying PC Financial and locking in an exclusive partnership with PC Optimum. We break down what the deal really means, why Loblaw becoming a major shareholder matters, and how this positions EQ Bank against Canada’s much larger incumbents.
We also dig into earnings from TD and Royal Bank, where strong capital markets are masking softer lending conditions — and why 2026 could look very different for Canadian banks. Are we nearing a reset year?
Finally, we cover BRP’s latest results and what looks like a classic cyclical recovery: improving margins, inventory normalization, rising market share, and upgraded guidance — even as the broader consumer picture remains uneven.
Tickers of stocks discussed: EQB.TO, TD.TO, RY.TO, DOO.TO
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