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...
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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...
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...
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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...
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...
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...
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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...