The article “FP Answers: Can opening a joint investment account with my teenager reduce my taxes?” was originally published in Financial Post on June 9, 2023, By Julie Cazzin with Andrew Dobson. Putting investments in his name just to save tax and then...
The article “FP Answers: What should an investor do if they own a lot of shares in one company?” was originally published in Financial Post on May 05, 2023 • Last updated Oct 05, 2023. By Julie Cazzin with Andrew Dobson. There is a significant amount of...
The article “What are the pros and cons when borrowing money to invest?” was originally published in Financial Post on April 6, 2023. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. You need a high risk tolerance, low investment fees and a long time horizon to make it...
The article “Can Lucas and Shelby afford to give $100,000 to each of their kids for a first house?” was originally published on the Globe and Mail on March 28th 2023 by Dianne Maley. Lucas and Shelby are both teachers, earning a combined $210,750 a year....
The article “How do I determine when to claim my rental condo repairs as an expense?” was originally published in Financial Post on March 10, 2023. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. No general rule, but there are several factors to consider when timing a...
The article “When is capital gains tax due on a cottage purchased in joint tenancy with two other people?” was originally published in Financial Post on February 24, 2023. PHOTO BY JAMES MACDONALD/BLOOMBERG FILES. RRSP contributions are one way of reducing...
The article “What are the pros and cons of using a DRIP account for your investments?” was originally published in Financial Post on January 20, 2023. PHOTO BY MICHAEL NAGLE/BLOOMBERG FILES. Using DRIPs in a taxable account could have unintended long-term...
The article “When should I add more GICs or bonds to my portfolio mix?” was originally published in Financial Post on December 2, 2022. PHOTO BY MICHAEL M. SANTIAGO/GETTY IMAGES FILES. Some key investment tips on how to preserve capital while maintaining...
The article “How can you avoid a big capital gains tax bill when you die?” was originally published in Financial Post on September 2, 2022. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. Adding a child’s name to your assets won’t accomplish your goal of...
The article “What is the benefit of a graduated rate estate when doing estate planning?” was originally published in Financial Post on June 17, 2022. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. Here’s a little-known tax tip that could save your family money...
The article “Can I save tax by transferring an investment property to a corporation?” was originally published in Financial Post on March 11, 2022. Photo by ERNEST DOROSZUK/TORONTO SUN/POSTMEDIA FILES. The potential transfer of the property presents an...
The article “FP Answers: How do I invest after I have topped up my TFSA and RRSP?” was originally published by Julie Cazzin on August 27, 2021 in Financial Post. PHOTO BY GETTY IMAGES. Try these other strategies to minimize investment taxes if you have run...
