Low Volatility ETF Investing
Editorial Note: There is plenty of data showing that a broad index-based approach can beat active management net of fees.[…]
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Category: Advanced Investing
Using a Corporate Capital Gain to Fund a TFSA
Purposefully realizing a capital gain in a Canadian Controlled Private Corporation (CCPC) and strategically using the capital dividend account (CDA)[…]
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Corp Capital Gains Harvest Case 1: $500K Income & $150K Consumption Ontario Professional
The impending increase in taxation of capital gains realized in a Canadian Controlled Private Corporation (CCPC) has many incorporated business[…]
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Capital Gains Article for Advisor.ca
Ben Felix and I have been collaborating on our work for capital gains strategies for Canadian Controlled Private Corporations. We[…]
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Corporate Capital Gains Harvesting To Boost Tax Deferral or Current Personal Finances
I first wrote about the strategy of realizing a capital gain inside a Canadian Controlled Private Corporation (CCPC) on purpose[…]
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Corporate Capital Gains Harvest Simulator
This simulator illustrates possible options for incorporated business owners to consider when planning to move money out of the corporation.[…]
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Capital Gains Tax Changes & Tax Planning Primer
The Federal Budget announced on April 17th makes some major changes that break tax integration for Canadian Controlled Private Corporation[…]
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Expensive Self-Talk For Investors
You’ll encounter a variety of expensive storytellers on your investing journey. Some get paid to sell you stories. Others use[…]
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Sales Pitches: The Legend of Permanent Life & Pandora’s Private Equity Box
Stories are powerful and investment narratives are no different. Last week, I fought fire with fire and told some stories[…]
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Expensive Storytellers: The Narrator
I spent the last few posts laying out foundational knowledge for building and managing your investment portfolio. Understanding asset pricing[…]
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