Investment Return Calculator - Calculate the return for any period for your investment account, or for an individual investment. The calculator could also be used to calculate the return on real estate investments.
Investment Income Tax Calculator - Even when the age credit and Old Age Security are clawed back, Canadian dividends and capital gains result in the least taxes payable when compared to other types of income such as foreign dividends and interest, or net real estate rentals.
Investing For Financial Independence
Adjusted Cost Base (ACB), or Cost Basis
Moving Investments to Another Brokerage
Buy investments and Hold Them Forever
How Much Money do you Need to Retire?
Historic Returns on Stocks and Other Investments
Recommended Stocks/ETFs for Novice Investors
Barter and Cryptocurrency Transactions - These can result in taxable income, as well as sales taxes payable.
Borrow to Invest in stocks and exchange-traded funds (ETFs)
Washing Trades can reduce your foreign exchange costs inside registered accounts.
Should I Hold My Investments in a Holding Company?
Investing in RRSPs or in a Non-Registered Account - Which is Better?
Which Investments Should be Held Inside vs Outside the RRSP?
What Investments Can Be Held in an RRSP?
Transfer Shares to Your RRSP/TFSA/DPSP or RRIF, but Not at a Loss (usually)! / Superficial Losses.
Get Money Out of Your RRSPs/RRIFs Tax-Free (sort of)
Tax issues re investments, and tax treatment of different types of investments - and important note re your T5008 and Trading Summary!
Investment Income Tax Rates - Try to earn your investment income (outside of RRSPs) at the lowest tax rate possible.
Reporting Foreign Dollar Transaction Amounts on Your Tax Return
Table of Historical US$ - Cdn$ Year End and Average Exchange Rates
Foreign Asset Reporting - form T1135 Foreign Income Verification Statement
Foreign Tax Credit (Non-Business)
Dividend Tax Credit for Canadian dividends
Transfer Shares to your RRSP/TFSA/DPSP or RRIF, but Not at a Loss (usually)! / Superficial Losses.
Superficial Losses and Other Disallowed Losses
Transfer Capital Losses to a Spouse
Lend Money to Your Spouse or Minor Child for Investing
Donating Capital Property Can Eliminate Capital Gains or Increase Your Donations Limit
Foreign Spin-Offs - Tax Deferral for Distributions.
Interest Expense on Money Borrowed to Purchase Stocks and Bonds (Securities) - Can I Write it Off?
Carrying Charges - What Can and Cannot be Deducted Regarding Investment Expenses?
Tax Tip: Know the tax consequences of your investment decisions.
Revised: September 27, 2025