Charitable donations and taxes: What investors need to know

Charitable donations and taxes: What investors need to know

It’s important for investors to understand how charitable donations and taxes will impact their bottom line
When you complete your income tax return, take a moment to consider the charitable donations you made. How carefully did you choose the charities you supported? How much time… Read More

What is Pat’s commentary for the week of April 21, 2015

When you complete your income tax return, take a moment to consider the charitable donations you made in 2014. How carefully did you choose the charities you supported? How much time did you spend to investigate how they’ll spend your money?

Many people find it uncomfortable… Read More

How to make the most of charitable-donation tax shelters

It’s particularly easy for investors to make costly mistakes during the year-end tax-loss selling season. That’s because the lure of a lower tax bill can be a temptation to dump high-quality stocks that are near the end of a downturn, and are set to move… Read More

Cautions & Greetings

This past year brought richly rewarding takeovers of several of our long-time favourites including Falconbridge, Inco, Fairmont and Sleeman. As a result, you may face a substantial capital-gains tax bill.

Before yielding to the year-end tax-loss selling urge, keep in mind that it’s always a mistake… Read More