2 Canadian Dividend Stocks That Reward Patience With Bigger Cheques

These two Canadian dividend stocks show how holding on can pay off with bigger cheques over time.

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Key Points

  • With the right Canadian dividend stocks, you don’t just get rewarded for buying in, you get rewarded for staying in.
  • South Bow pays about 7.1% dividend, with most of its EBITDA contracted, and the Blackrod project set to boost cash flow.
  • Brookfield pays about 5.6% dividend, and has about $4.7B liquidity with a recently signed 3,000-megawatt Google deal.

One of the best things about dividend investing is that it makes you appreciate consistency. It might not be the fastest way to get rich, but it builds real wealth over time. In the long run, these regular dividend payments add up, and if you’re holding the right stocks, those cheques keep getting bigger. So, you don’t just get rewarded for buying in, you get rewarded for staying in.

In this article, I’ll spotlight two of the best Canadian dividend stocks doing just that — rewarding patient investors with rising income and potential upside.

South Bow stock

South Bow (TSX:SOBO) may be a new name on the TSX, but it has already carved out a reliable income stream for dividend investors. This Calgary-based energy infrastructure firm owns and operates 4,900 km of crude oil pipelines stretching across Canada and the United States. It was spun off from TC Energy nearly a year ago and has since taken full control of its operations.

South Bow stock is currently trading at $38.93 per share with 15% year-to-date gains, giving it a market cap of about $8.1 billion. At this market price, it offers a solid annualized dividend yield of 7.1%, paid quarterly.

Its recent rally could mainly be attributed to South Bow’s strong cash flow, stable earnings, and an efficient transition from the spinoff. While energy markets remain volatile, the company’s contracted cash flows and predictable pipeline revenues have helped keep the business stable. In the second quarter, it delivered US$524 million in revenue and US$96 million in net profit, showing a slight improvement from the first quarter.

What’s also working in South Bow’s favour is its progress on the Blackrod Connection project, which remains on track for early 2026 completion. This project is expected to unlock new storage and transportation capacity, which could boost the company’s earnings and cash flow in the second half of 2026 and into 2027.

South Bow’s move to fully manage key systems like SCADA (Supervisory Control and Data Acquisition) signals its focus on building sustainable, long-term growth momentum. With over 90% of its EBITDA already secured through committed arrangements and minimal exposure to commodity pricing, it has the potential to continue paying and potentially growing its dividend.

Brookfield Renewable stock

If you’re looking for clean energy exposure with growing cash flow, Brookfield Renewable Partners (TSX:BEP.UN) could definitely be worth a look. As one of the world’s largest renewable power platforms, its portfolio has a strong mix of hydro, wind, solar, battery storage, and other sustainable energy assets.

With nearly 10% year-to-date gains, its stock currently trades at $36.51 per share, giving it a market cap of about $10.4 billion. For income investors, it also delivers a juicy 5.6% annualized dividend yield, paid quarterly.

In the latest quarter ended in June, Brookfield Renewable’s funds from operations climbed 10% year over year to US$371 million due to strong performance across its hydro and battery storage businesses. Although its net income was negative due to non-cash items like depreciation and foreign exchange adjustments, the company’s cash-generating ability remained strong. It ended the quarter with US$4.7 billion in liquidity, giving it plenty of flexibility to reinvest or return capital to shareholders.

In a big growth move, Brookfield Renewable recently signed a hydro power agreement with Alphabet’s Google for up to 3,000 megawatts, the largest such deal ever. Similarly, it also expanded its stake in Colombian hydro company Isagen, a cash-rich business supplying nearly 20% of the country’s electricity.

Overall, its scale, global presence, and strong growth pipeline make it a top pick for dividend investors who want consistent dividend income today along with long-term growth prospects.

Fool contributor Jitendra Parashar has no position in any of the stocks mentioned. The Motley Fool recommends Alphabet and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.

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