
Presentation Details
Date: March 26th 2009
Format: Video
Duration: approx. 3 min.
This year's Ontario budget was announced on March 26, 2009. Fidelity's Peter Drake, VP Retirement and Economic Research, explains how it may impact you. Special Event
Written January 6th, 2009 in Newsletter
Insiders, Winter 2009
On June 18, the federal government passed its 2008 Budget bill into law. This was a milestone for investors because it meant that the new Tax-Free Savings Account (TFSA) would be available to millions of Canadians beginning in January 2009. No doubt you…
Written January 6th, 2009 in New Items
You’ve spent many years saving and investing for retirement, in line with your objectives and risk tolerance. But when was the last time you stepped back and asked yourself how you want to spend your retirement? Perhaps you’ve developed a new interest or are keen to change…
Written December 5th, 2008 in New Items
Each year, whether bull or bear market there are opportunities to crystallize losses for tax purposes in non-registered accounts. Needless to say, the list of potential candidates this year is extensive.
Five brief months ago, the TSX Composite Index was…
Written September 29th, 2008 in New Items
Beginning next year, Canadian investors will be able to deposit $5,000 each year into a new tax-free savings account (TFSA).
How it works. Deposits into your account are not tax-deductible. However, any interest or investment earnings, including capital gains, are not subject to tax. As well,…
Written September 29th, 2008 in New Items
While the end of the year is approaching, there’s still time to take steps to minimize your tax bill for 2008.
Here are a few ways to avoid paying more than you need to.
- Tax-loss selling. Plan any tax-loss
…
Written September 29th, 2008 in New Items
No matter how high the returns from your investments, the real indicator of success is how much is left in your hands after taxes. Taxes can have a significant impact on your overall investment returns, and their effect increases as your income rises.
One of the…
Written September 29th, 2008 in New Items
While commodity stocks have been grabbing the headlines recently, there are potential investment opportunities in another sector with great global potential: infrastructure.
In North America and around the world, massive investment will be needed to build and replace roads, public buildings, water and electrical systems, airports, and other structures…