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filing taxes

Taxes

Filing taxes while holding U.S. investments in Canada

Does moving U.S. dollar investments from the U.S. to Canada make a difference?

Filing taxes while holding U.S. investments in Canada
dividend stocks

Taxes

How to earn tax-efficient dividend income

Just know that your dividends will turn up on your tax return whether you like it or not

How to earn tax-efficient dividend income

Investing

Investing in Canada as a U.S. resident

Margaret has received an inheritance in Canada, but lives in the U.S. What should be her next steps?

Investing in Canada as a U.S. resident
apply for OAS rrif

Retirement

When not to apply for OAS

Depending on your income, an OAS application could be a huge mistake

When not to apply for OAS

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Reporting the sale of a rental property

Taxes

A quick and easy primer on capital gains tax

How capital gains tax works with a TFSA, plus other need-to-know info

A quick and easy primer on capital gains tax
tfsa contribution room

TFSAs

When not to contribute to a TFSA

Richard is looking for some advice on an $80K inheritance. A TFSA isn't the holy grail of investing

When not to contribute to a TFSA
unlock lira

Financial Planning

Can you unlock a LIRA early?

In Alberta there are 5 instances when you may be able to

Can you unlock a LIRA early?

Save

Paying off debt with investment income

Shawn can pay off his mortgage with his stock investments. The question is: Should he?

Paying off debt with investment income

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avoid probate

Financial Planning

Help your parents avoid probate

Should you buy your parent's home to dodge probate?

Help your parents avoid probate

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