The current yield environment is making taxes a bigger factor in bond selection than ever before.
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The way a pooled investment like a mutual fund or ETF is managed and traded can have a significant impact on taxes and the tax efficiency of a portfolio.
2 minutes
Learn about why you might hold different types of investments in your RRSP, TFSA and taxable accounts to help minimize the tax hit to your portfolio.
2 minutes
Interest, dividends, capital gains, and return of capital are all types of investment income that are subject to different tax treatments.
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Satellites, SpaceX, and constellations: Understanding investing in the space industry.
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Got a finance buff on your list (or someone you think should learn more?) Financial Pipeline has your guide to the best finance-inspired gifts: from video games, to books and beyond.
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Investors usually demand the highest return possible, but with the recent huge drop in yields in the bond market, the highest income or yield isn’t necessarily ideal from a tax perspective. Buying a “high coupon” bond that pa...
There are several steps investors can take to try to reduce their tax burden on top of deciding what assets to hold - including thinking about a pooled investment’s portfolio turnover ratio or level of trading activity.
Vol...
While the tax treatment of different investments can affect your returns, investor behaviour also plays a role in the overall tax efficiency of a portfolio and long-term investment plan.
Certain types of investments are b...
Different types of investments are subject to different tax treatments.
Bonds primarily produce interest income, in the form of their coupon payments. Some stocks pay a dividend, which can be eligible for a dividend tax c...
From Chris Hadfield’s exploits on the International Space Station (ISS) to Elon Musk’s feat of sending astronauts into the thermosphere in commercial flights, space has received its fair share of attention in recent months.
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It’s never too early (or too late) to give the gift of financial literacy. Whether you’re shopping for a financial whiz or a complete newbie, we’ve got you covered.
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It’s a pretty safe bet that most of us know the benefits of having a TFSA, but how to get the most out of one tends to be less clear.
While you can always use a TFSA to park your cash and earn interest tax free, you can al...
One of the main draws of a Tax Free Savings Account, or a TFSA, is the ability to grow your savings and investments tax free, so it’s important to understand the rules around contributions and withdrawals to avoid penalties.
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What is a TFSA?
Tax Free Savings Accounts (TFSAs) are often touted as a great way to put money aside or invest while making sure any interest, dividends and capital gains earned can grow tax-free.
They’re a more flexible ...
Every four years, political observers try to predict who will win the U.S. presidential and Congressional elections. For market participants and commentators, the focus is somewhat different: they try to ascertain how the pos...
How many times have you heard about a company going bankrupt that somehow manages to survive?
Companies go bankrupt and sometimes it happens quite abruptly, like it did for Lehman Brothers. But, financial hardship need not...
Bre-X is indisputably one of the biggest and most infamous frauds in capital markets history, and a rather unexpected Canadian tale of greed, gold and mystery. It began with a falsified gold find unlike anything seen before (...
One of the hardest lessons for investors to grasp when it comes to penny stocks is that just because a stock appears to have a lot of upside potential, it isn’t necessarily well matched with their risk tolerance.
What’s mo...
Distressed investing involves buying the securities of issuers in or approaching bankruptcy to make a profit.
The word “distressed” reflects the fact that bankruptcy is not good for the price of a company’s securities. The...
A new Additional Tier 1 (AT1) bond, known as a Limited Recourse Capital Note (LRCN), has been introduced to the Canadian market. It’s a type of unsecured, long-dated bond banks can use to enhance their core capital base to sa...
The search for yield is at the heart of investing for numerous market participants, but as increasingly volatile markets lead to unprecedented monetary policy responses, the quest for income is pushing investors further and f...
Debt can be classified as distressed when a company gets into trouble and their bonds trade at much wider spreads.
Generally, those spreads would be greater than 1,000 basis points (or 10%) above the respective government...
Hollywood loves to make movies about flashy financial hustlers - here are a few of our top picks that might teach you valuable investing lessons.
The COVID-19 pandemic forced the U.S. Federal Reserve into unprecedented policy actions and led to a level of Fed intervention unlike anything markets had ever seen.
It’s reminiscent of that scene from Toy Story when Buzz...
When rookie retail investors seem to be on a winning streak, what could possibly be so wrong with taking your COVID stimulus cheque or even your life savings and sinking them into an online brokerage like Robinhood ...
A curious thing happened to Hertz stock in the middle of the COVID-19 pandemic: retail investors couldn’t get enough of it, even after the company declared bankruptcy, major shareholders dumped their shares and the company it...
Investors often overlook the bond market because they find it mysterious and confusing, but bonds can provide much-needed stability in a portfolio. They also play an important role in maintaining liquidity during an economic ...