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Q: Hello. In the MEG takeover by CVE, I opted for all shares, but received 96% shares and 4% cash because it was over subscribed. In my TD statement, the "book cost" of my new CVE shares reflects the price of the recent transaction, not my original cost of the MEG shares. Will I need to pay capital gains on the shares? As I researched the issue, some sites say the transaction is a "deemed disposition", and I will need to pay capital gains on the shares and cash, and other sites say I can use the "Section 85 rollover" provision to delay capital gains on the shares. Your insight is appreciated.
Asked by Donald on November 20, 2025
5i Research Answer:
A Canadian company taking over a Canadian company for shares is a tax-free transaction, if the...
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