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

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...

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...

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

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My MoneySense

Kristy Shen on living the FIRE life and using money to “buy back time”

The Millennial Revolution blogger chose a life of adventure over mortgage debt. Here’s how she retired in her 30s,...