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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: Hello. I would like to add to an answer given today about selling TD Bank shares with significant capital gain and Tax mitigation

Asked by Dave: "Can you suggest any way to mitigate/reduce any tax hit if I were to dump my TD shares?"


If an investor is so inclined, it is beneficial to Donate shares where upon donation there is zero capital gains tax and the full amount of the share sale value is considered a charitable donation.

With annual charitable donations, I have been running off gains this way for years.
Asked by David on December 18, 2024
5i Research Answer:

Thank you; we should have included this as an option, certainly it can be helpful if one was donating to charities anyway.