Ask a Planner

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

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

Sponsored By

Harvest ETFs

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...

Ask a Planner

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...

Ask a Planner

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...

Investing

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...

Retirement

Best in show: How to find and invest in market leaders

Sponsored By

Harvest ETFs