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. Photo by Joslyn Pickens from Pexels. Putting investments in...
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. Photo by by Marcus Millo from...
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 khunkorn from khunkorn. 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. Photo by by Sewcream from Getty Images. Lucas and Shelby are both...
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. Tima Miroshnichenko from Pexels. 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 Pixabay from Pexels. RRSP contributions are one way of reducing capital...
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 by Andrii Dodonov from Getty Images. Using DRIPs in a taxable account could have unintended...
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 energepic.com from Pexels. Some key investment tips on how to preserve capital while maintaining some...
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 bongkarn thanyakij from Pexels. Adding a child’s name to your assets won’t accomplish your goal...
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 Olia Danilevich from Pexels. Here’s a little-known tax tip that could save your family...
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 Kampus Productions from Pexels. The potential transfer of the property presents an opportunity to...
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 Mikhail Nilov from Pexels. Try these other strategies to minimize investment taxes if...