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Are mutual fund fees tax deductible?

Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...

Investing

Making sense of the markets this week: April 23, 2023

What’s Dale’s take on the economy? Big U.S. bank earnings rock. Apple continues with global domination, and the bitcoin...

Investing

An investor’s guide to ESG reporting in Canada

Companies and investment firms that report ESG performance use a patchwork of standards—if they report at all. Here’s how...

Investing

Investing in the health care sector—better returns than tech?

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TFSAs

What is considered day trading in a TFSA

The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade...

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How to calculate the taxable amount for a cashed-in whole life insurance policy

Is a whole life insurance cash value taxable? Spoiler: Yes. But find out how to calculate the taxable amount....

Investing

Making sense of the markets this week: April 16, 2023

Bank of Canada pauses rate hikes and gives crystal ball predictions, U.S. inflation goes down to 5%, TINA makes...

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Selling stocks at a loss in a TFSA: What it means for your contribution room

Before holding speculative stocks in a TFSA, consider what reporting a capital loss means for your contribution room going...

My MoneySense

Meet Michelle Hung: The Sassy Investor who shows clients how to realize their worth

Michelle Hung is a Chartered Financial Analyst and fee-only planner who left her corporate job to help people achieve...