When does the capital gains tax inclusion rate increase take effect?
Ottawa defers effective date of capital gains changes to 2026 and promises exemptions for the tax inclusion increase.
Mutual Funds
Making sense of the markets: Looking at 2025
What does 2025 have in store for Canadian investors? Who knows. But there are some trends to keep an...
Can you move your investments from Canada to the U.S.?
Learn the tax implications of moving investments from Canada to the U.S. There’s lots to consider.
Making sense of the markets: Looking back on 2024
Looking back at 2024, we go through the Canadian and U.S. stock exchange predictions, as well as crypto, Tesla...
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Why I’m optimistic about the markets in 2025–tariffs or no
This advisor isn’t losing any sleep over the markets. In fact, looking back at 2024 and forward into 2025,...
Making sense of the markets this week: December 15, 2024
Bank of Canada makes a big cut, U.S. inflation is up, Oracle ends a great year on a low...
Making sense of the markets this week: December 8, 2024
Canada bank earnings remain on target, Dollarama’s expectations catch up to it, “insider selling” sets a new record, and...
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Making sense of the markets this week: December 1, 2024
Back into the tariff hurricane, Couche-Tard pumps profits, Macy’s loses $130 million, and is there too much optimism about...