Advisor education

Fidelity will list U.S. tax info for its funds Fallback Image Decorative pattern

Industry

Fidelity will list U.S. tax info for its funds

Americans living in Canada who have money with Fidelity Investments are getting a helping hand on their taxes.

By Staff |December 11, 2013

2 min read

Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains Fallback Image Decorative pattern

Tax News

Tax loss selling: Using Canadian-listed ETFs to defer taxes on capital gains

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. OBJECTIVE No one likes losing money on an investment, but claiming capital losses can reduce your tax bill and ease the pain. Tax loss selling is a technique for harvesting capital losses in non-registered accounts so they can be […]

By Justin Bender and Dan Bortolotti |December 5, 2013

17 min read

Think like a contractor Fallback Image Decorative pattern

Planning and Advice

Think like a contractor

The carpenter you asked to install your hardwood floors can teach you about becoming a better advisor.

By Melissa Shin |December 3, 2013

2 min read

7 worst vacation email auto-responses Fallback Image Decorative pattern

Planning and Advice

7 worst vacation email auto-responses

The auto-response email is a delicate art and often it's botched, says New York Magazine.

By Staff |November 1, 2013

1 min read