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....
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...
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...
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Making sense of the markets this week: April 9, 2023
Shaw and Rogers finally tie the knot, OPEC+ sends oil prices skyrocketing, and the Canadian and American economies appear...
What are money scripts? What’s yours?
Psychologists use money scripts to help people develop a healthier relationship with finances and reach their goals. Find out...
Making sense of the markets this week: April 2, 2023
No love for banks in the 2023 federal budget, Dollarama and Lulu stretch profits, banks stabilize (for now), and...
Canada’s Budget 2023: What it means for you and your family
The federal government’s 2023 budget proposes a national dental care plan, a grocery rebate, changes to registered accounts, and...
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First home savings account: A Gen Z guide to achieving home ownership
If you want to be a home owner in Canada, here’s how the new tax-free FHSA could get you...