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A company I hold stock in was acquired or merged—do capital gains apply?

Shareholders cannot always prevent a company sale or merger from going ahead. When that happens, do you still owe...

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When your child moves into your rental property: Capital gains and how to claim principal residence exemption

When an adult child moves into their parents’ rental property, the family should be clear on a few things,...

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What expenses can you deduct when renovating a rental property?

The purpose of the renovations, as well as the occupancy of the building, can influence whether the expenses are...

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How spouses with joint accounts should claim capital losses

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Scotiabank

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Can you save tax by moving into your rental property?

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Scotiabank

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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....

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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...

Financial Planning

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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Should you withdraw from non-registered or TFSA investments in retirement?

When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?