skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. MISC: do you have any guidance on rules to follow for tax efficiency? [Miscellaneous]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: do you have any guidance on rules to follow for tax efficiency? I came across a chart from one of the magazines (either money saver or ETF update) a while ago that was very handy but I can't seem to locate it.
thanks
Asked by Mary on January 04, 2024
5i Research Answer:

The ETF letter (https://etffundupdate.ca/) provides a table/tool that outlines examples of different ETF scenarios and the tax implications for them across different accounts.