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As a wealthy investor, the question of how much money to leave your children without spoiling them is likely one that weighs heavily on your mind. While some might consider this a nice problem to have, it’s still a problem…
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Toronto House Price Update: March 2023
Toronto house prices rose for the second consecutive month in March 2023. According to the latest report from TREB, the average selling price of a home in the Greater Toronto Area (GTA) rose to $1.2 million in March, up 10%…
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Excluding Energy Stocks: The Impact on Canadian Dividend Yield
Generating dividends from stocks is an important source of income for many investors. However, many investors also avoid investing in stocks that don’t align with their environmental, social, and governance (“ESG”) values. This means, many investors exclude oil & gas…
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AMT Budget 2023: Impact on Wealthy Donors
The Canadian federal government recently released its 2023 budget, which includes changes to the Alternative Minimum Tax (AMT) that will impact high-income earners. This post will cover the changes made to the AMT and how it may affect wealthy philanthropists.…
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Hoarding Cash?
Many investors are hoarding cash. Some are drawn towards the safety of cash, and others lack confidence in the alternatives. Investors with too much cash are often timing the market to avoid potential losses. But, experience proves that investors who…
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Overcoming Anchoring Bias when Investing
Investing in the stock market can be a challenging and complex process, requiring careful analysis and strategic decision-making. However, the human mind is prone to certain cognitive biases that can cloud our judgment and lead to irrational investment decisions. Mean…
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Protecting Your Cash: Understanding Canadian Deposit Insurance
With some banks recently failing in the United States, Canadian investors may be wondering if this is a risk that requires more attention. So, this post will describe the Canadian deposit insurance market and how investors may protect themselves. Canadian…
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Underused Housing Tax: Bare Trusts and New Rules
Canada’s Underused Housing Tax (“UHT”) is a new measure that was introduced by the federal government in 2021. Under the UHT, owners of such properties may be subject to an additional tax of up to 1% of the property’s assessed…
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Ontario Staycation Tax Credit
In an effort to promote domestic travel and support local tourism, the government of Ontario has announced a Staycation Tax Credit for Ontarians. The credit encourages Ontarians to explore the province’s diverse tourism offerings while supporting local businesses hit hard…
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Options Trading on Delisted Stocks
What happens to option positions when the underlying stock is no longer trading? That is the question facing thousands of traders who invested in options on failed banks and other companies that have been delisted. Delisting and Options Trading: What…