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Investment Q&A

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

Q: This is a tax related question. If i have a loss on a company and sell a cover call on it and gets taken away, can i still claim the tax loss on the stock?

Thanks
Read Answer Asked by Marios on July 10, 2025
Q: Thank you for the upgrades. They are very helpful and user friendly.

Could I have your opinion of Newmarket NEU?
More upside or downside from here?
Any insight that you can provide on its fundamentals please.
Which type of investor would this stock be best suited for?

Thank you once again
Jeremy
Read Answer Asked by Jeremy on July 10, 2025
Q: If I sell a stock in an unregistered acct. at a loss, do I still have to include it in my tax's or can I just forget about it, and not bother entering it as a tax loss.

If I move a stock which is at loss from my unregistered account to my TFSA do I still have to enter that stock in my tax's for that year.

Thank you.
Read Answer Asked by Ross on July 04, 2025
Q: Non-resident tax, I'm considering to reduce my percentage of U.S. contents gradually, since nobody knows what to expect from donald...
Hopefully, this eventual new tariff policy wouldn't affect RSSP .
As you notice, some of the ETF posted are all U.S, companies in the case of XHY and NHYB, they both are mainly Bonds or gvt.Bonds,how tariff could affect the two.?

Thanks again to the team

Dan
Read Answer Asked by DANIEL on June 16, 2025
Q: With all the problems at CRA regarding TFSA info. I printed out form RC 343 worksheet. Most banks carry info only back seven years. What a mess. Individual still responsible for mistakes if you overcontribute.Penalties will occur. Do 5i members have more info.
Read Answer Asked by Guy on June 13, 2025
Q: According to my readings on US bill 899,Canadian Cies that have high revenues in the USA ,as pipelines or others, could be impacted ( since US revenues of canadian Cies would be progressively be more taxed starting in 2026 ) if the bill were unchanged at the senate.The earnings could then also be impacted. This scenario would not happen according to your former answer on this topics, I wish to better understand this , your view is always appreciated.
Read Answer Asked by Jean-Yves on June 13, 2025
Q: Hi Peter,

Could you please decode Section 899 of the proposed U.S. tax measure and its potential impact on Canadians receiving income from U.S. sources?

Best,
Matt

Read Answer Asked by Matt on June 12, 2025
Q: Hello, is it better to hold a Corporate Class mutual fund as opposed to a traditional
mutual fund in a Corporate investment account? Could you please explain your answer? Thank you.
Read Answer Asked by Lorraine on June 12, 2025
Q: Are there any investment options that are independent of capital gains tax policy? For instance an investor may decide not to sell an equity to avoid triggering a capital gain and reducing capital (or may decide to sell for tax loss reasons). To avoid this bias are there etf/ funds that can swap investments without triggering capital gains?
Read Answer Asked by Steven on June 11, 2025
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