Investment Executive
May 3, 2024.
Joseph Bakish, Portfolio Manager, Investment Advisor at Richardson Wealth, discusses his approach with incorporated clients following the federal government’s proposed changes to the capital gains inclusion rate.
“We’re doing an entire evaluation of all our clients to see if an asset can be crystallized, and on what date, and then ask what the implications are overall for them (prior to June 25).”
2024
Capital-gains tax hike will lead to ‘fairness for every generation’? Really?
The capital gains hike announced in Budget 2024 suggests that only a small minority of businesses will be affected by the change. Andrew Feindel, Portfolio…
Investor Strategy
Finish line in sight
8 December 2025. Investor Strategy. At the moment, lots of market-friendly AI capex spending, decent economic data and somewhat lower rates/yields is providing a pretty…
Market Ethos
Laggards need to join the party
December 1, 2025. Market Ethos. The TSX may enjoy solid returns in 2026, but it is going to be tough, given valuations. To keep the…