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TFSAs

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Triggering losses by transferring investments to a TFSA

Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.” 

Triggering losses by transferring investments to a TFSA
A man reads documents about his TFSA and other investments at work, as he plans his retirement.

Ask a Planner

A strategy for non-registered and TFSA accounts in retirement

Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?

A strategy for non-registered and TFSA accounts in retirement
A woman walks along the grocery store aisles, as we discuss inflation, including on groceries.

Investing

Making sense of the markets this week: February 26, 2023

Investors on groceries and electricity pricing, how millionaires allocate assets, retailers remain cautious, and Intel cuts dividends as AI...

Making sense of the markets this week: February 26, 2023
A young man and an older man walking up stairs. This symbolizes how much you need to retire by starting to invest in your 20s

Retired Money

How much money do you need to retire in Canada? Is it really $1.7 million? 

While $1.7 million is a big number, it’s possible to retire in Canada on that amount, if you start...

How much money do you need to retire in Canada? Is it really $1.7 million? 

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Woman takes care of her mother, and without a job wonders if she can maximize her RRSP and TFSA with $0 income.

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Can you maximize your RRSP and TFSA with an income of $0?

With a year of no income, find out if it makes sense to max out registered accounts like an...

Can you maximize your RRSP and TFSA with an income of $0?
A photo of a welder working on a pipeline as we cover Canadian pipeline earnings

Investing

Making sense of the markets this week: February 19, 2023

Pipelines transport dividends without any leaks, Shopify’s earnings are a half-full glass, tech stocks are on the move, and...

Making sense of the markets this week: February 19, 2023
Little girl decked out in Disney gear, as we talk about , Disney dividends, the misleading math of regaining losses and active management at CPPIB andthe big Canadian telco reports.

Investing

Making sense of the markets this week: February 12, 2023

Big Canadian telco reports, reinstated Disney dividend, the misleading math of regaining losses and active management at CPPIB.

Making sense of the markets this week: February 12, 2023
A Google building sign: This week we cover Google's earnings, other Big Tech, and Canadian companies too.

Investing

Making sense of the markets this week: February 5, 2023

Takeaways from the earning reports of Big Tech and Canadian infrastructure, what to make of the ”disinflationary process” and...

Making sense of the markets this week: February 5, 2023

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Nine golden eggs inside a bird's nest

Investing

Not sure what to put in your RRSP and TFSA? Make contributions anyway

Not sure what to put in your RRSP and TFSA? Make contributions anyway

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