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The US-Canada tax treaty, also known as the Canada-United States Income Tax Convention, is an agreement between the governments of Canada and the United States that is designed to prevent double taxation and promote trade and investment between the two…
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Registered Accounts Explained
In Canada, registered accounts are investment accounts that offer tax advantages and are registered with the Canadian government. These accounts include: Registered accounts are a popular way for Canadians to save for their future while also minimizing their tax burden.…
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Comparing Three Vanguard Corporate Bond ETFs
Bond exchange-traded funds (ETFs) are investment vehicles that provide investors with exposure to a diversified portfolio of fixed-income securities. They offer a cost-effective way to access the bond market and are often used as a tool for income generation or…
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What is Norbert’s Gambit?
Norbert’s Gambit is a method used by investors to convert currency within a brokerage account at a lower cost than traditional foreign exchange methods. It involves buying and selling shares of a dual-listed stock simultaneously on both a Canadian and…
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Shopping for Property Insurance
Where can drivers obtain the best gas price for their car? Its impossible to say. Since the price for gas is set by a competitive market, what may be the best price today might be the worst tomorrow. Similar dynamics…
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Generating Returns on Your Capital
Interest rates have risen over the course of 2022. At the time of writing, Canadian investors can easily find High Interest Savings Accounts (“HISAs”) paying more than 4%. This might sound pretty good to investors sitting on lots of cash.…
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New Reporting Requirements for Bare Trusts
The Canadian government has proposed new reporting requirements for bare trusts, which will be effective starting in 2023. A bare trust is a trust in which the trustee holds legal title to the trust property but has no discretion over…
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Frugal Living
Wealthy people live in mansions, right? Not necessarily. Many wealthy investors in my network live in modest homes they purchased decades ago. These are people with tens of millions and often hundreds of millions of dollars in their investment portfolios.…
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Best ESG ETF in Canada
Which is the best ESG ETF in Canada? This post describes how to create a low cost ESG index portfolio that aligns with your values. We will consider which Canadian ETF is the best to use and also highlight alternative…
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Measuring Impact
This post provides a step-by-step guide that you can use to implement your own impact measurement process. By the end of this post, you’ll have a template you can use to either implement your own impact measurement framework or use…