Posts Tagged ‘stock’

Strategies for the tax loss season

Strategies for the tax loss season

It’s been a rocky year for investors but that doesn’t mean things need to get worse as we near tax loss selling season.  Some prudent planning done now can reap dividends later. Generally speaking, most retail investors conduct tax loss selling during the latter part of November and the first [Read more]

Impact of U.S. Estate Tax on Canadians by Kim Inglis

Impact of U.S. Estate Tax on Canadians by Kim Inglis

Canadian residents, who die owning assets such as vacation properties in the United States or stocks in U.S. companies, may be subject to U.S. estate taxes.  For tax purposes, assets include real and tangible personal property situated in the U.S., shares of U.S securities and units of U.S. mutual [Read more]

MONEY’$ WORTH – Financially Sound Philanthropy

MONEY’$ WORTH – Financially Sound Philanthropy

Kim Inglis, CIM, PFP, FCSI, AIFP is an Investment Advisor & Portfolio Manager with Canaccord Wealth Management, a division of Canaccord Genuity Corp., Member – Canadian Investor Protection Fund. www.reynoldsinglis.ca. Read her column “Money’$ Worth” every other week here on [Read more]

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