Prescribed Rate Loan Annual Interest Payments due by January 30th

January 13, 2022 |Charles W. Cullen III
Prescribed Rate Loans can be a very effective strategy to transfer portfolio earnings from a higher earning spouse to a lower earning spouse. Interest payments are due each year by Jan 30th. Click Here
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Capital Losses and Tax Loss Selling

October 15, 2021 |Charles W. Cullen III
Sometimes you may realize a capital loss on the sale of your securities or you may own securities in a loss position. This article summarizes the tax rules and opportunities surrounding capital losses that you have realized or may realize in your non-registered...
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Calculating Your Adjusted Cost Base

June 24, 2021 |Charles W. Cullen III
This article discusses how to calculate the adjusted cost base (ACB) with respect to different types of investments and some common events that may affect ACB calculations. It's essential to seek advice from a qualified tax advisor when determining the...
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Moving to Canada

May 14, 2021 |Charles W. Cullen III
Are you a newcomer to Canada or have you returned to Canada after an extended absence? Having immigrated 12 years ago, I can say this is a great article. Have financial questions about immigrating to Canada? Call me. Click Here
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