Taxation - My Own Advisor

Watch out for RRSP and RRIF taxation

Posted on July 11, 2023 by Mark | 18 Comments

Watch out for RRSP and RRIF taxation I get lots of reader emails and questions, and the volume of emails and questions that top the list are generally about RRSP and RRIF taxation. Savvy DIY investors already know this but…

Weekend Reading – Expenses that may disappear edition

Posted on June 3, 2023 by Mark | 12 Comments

Weekend Reading – Expenses that may disappear edition Hi Everyone, Welcome to a new Weekend Reading post: some expenses that may disappear in retirement (or not) edition. A few thoughts on that particular subject soon but first some reminders about…

Taxation of investment income in a corporation

Posted on January 30, 2023 by Mark | 51 Comments

Taxation of investment income in a corporation If you thought navigating the maze of personal finance and investing options was challenging enough, you haven’t seen anything yet. Taxation of investment income in a corporation can be quite frankly, overwhelming. How…

Taxation of U.S. stocks for Canadian investors – Master Limited Partnerships

Posted on May 10, 2016 by Mark | 12 Comments

Taxation of Master Limited Partnerships As a follow-up to my post about the tax treatment of U.S. stocks and Exchange Traded Funds (ETFs) in registered and non-registered accounts for Canadians, I thought I’d walk you through a case study –…