The article “Triggering Losses By Transferring Investments To A TFSA” was originally published on MoneySense on July 2, 2020. Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.” Q. I just...
The article “What To Consider When Naming Investment Account Beneficiaries” was originally published on MoneySense on July 24, 2020. Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what...
The article “RESP Advice For Canadian Citizens Living In The U.S.” was originally published on MoneySense on June 16, 2020. Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month. He wants to know how to...
The article “Here’s What You Need To Consider Before Taking An Early Retirement Package” was original published on Financial Post on June 11, 2020. Four key things to think about before and after signing on the dotted line The pandemic...
The article “Borrowing Money To Invest” was originally published on MoneySense on June 10, 2020. Should you open a margin account with your broker, or opt for an RRSP loan? And what are the potential tax benefits and risks? There are different ways...
The article “Does A Spouse’s Real Estate Ownership Cancel Out First-Time Homebuyer Qualifications” was originally published on MoneySense on June 4, 2020. Meredith’s husband purchased a condo before they got married. She’s never lived in...
The article “What’s Involved In Moving Investments From A High-fee Advisor To A DIY Setup?” was originally published on MoneySense on May 27, 2020. Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can...
The article “Should You Update Your Financial Plan Given Recent Volatility?” was originally published on MoneySense on May 22, 2020. Investors need to expect volatility and plan for it—not only in relation to the COVID-19 pandemic, but always. It’s...
The article “The Pros And Cons of a Dividend Reinvestment Plan” was originally published on MoneySense on May 20, 2020. You may decide that it’s better to receive dividend distributions in cash, especially if you plan to use them for TFSA...
The article “Here’s What Kind Of Return You Can Expect From Stock Markets Going Forward” was originally published on Financial Post on May, 19, 2020. These factors will help investors and advisors set appropriate expectations about returns...
The article “How To Protect Personal Assets If Your Business Fails” was originally published on MoneySense on May 6, 2020. With COVID-19 protective measures crushing her already struggling business, Annette fears losing her home if she’s...
The article “10 Podcasts To Amp Up Your Investing And Financial Confidence” was originally published on MoneySense on May 3, 2020. These Canadian resources make it easy to bone up on a wide range of money concerns. Q. I’m 30 years old and...
