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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: Good Morning

Are the 5I research analytics fees income tax deductible and if they are where are they added to on the tax form
Thks
Marse
Read Answer Asked by Marcel on March 14, 2023
Q: Regarding carrying charges for etf investment income are you allowed to use fund fees.
For example. $40,000 on Dec. 31 X .0069 management fee = $276 carrying charges, or
$40,000 X .0076 mer = $304

Thank you
Read Answer Asked by JACK on March 14, 2023
Q: Subject Preferred Shares are up for reset June 1, 2023. In the event company redeems on this date (they redeemed ENB.PR. J USD last year), is there any recommendation to avoid large currency related capital gain on this shareholder uncontrollable event while Can $ is particualrly weak vs US$?
Thank you
Read Answer Asked by Mark on March 09, 2023
Q: Just a quick question. I have a TFSA and hold a few volatile companies that I like to trade. I have followed technical analysis for 40 years. I have read that a YFSA account can be taxed if there is too frequent trading. Is this true? And at what point will the trading be to frequent?
Thank You
Read Answer Asked by Ronald on March 06, 2023
Q: Hi, I sold some stocks last year that had gains, but missed selling the loser that I was going to offset them with. This year I have 2 stocks left one has a gain and the other is loss I missed selling last year. Can I use this loss to help me in any way going forward. Thanks.
Read Answer Asked by Nick on March 01, 2023
Q: Hi Team 5i,
Can you please recommend a financial software that can be used to develop a retirement strategy for withdrawing funds from RRSP, TFSA, Investment accounts, etc.?
Of particular value would be a platform that details how to draw down funds and at what amount and/or percentage of one's overall portfolio on an annual basis.
Thank you.
Read Answer Asked by Greg on February 22, 2023
Q: Do any of the Brookfield companies require a T1135 to be filled out?
Read Answer Asked by Brian on February 21, 2023
Q: 5i recently answered Dennis' question on CDRs as follows: “CDRs are considered US holdings in all aspects, including withholding taxes and foreign securities reporting. ....”

All respects? My understanding is that CDRs are considered Canadian-situs (rather than U.S.-situs) holdings, which means that holding U.S. assets via CDRs would not affect a Canadian who might otherwise be subject to U.S. estate tax reporting and/or payment issues. Can you clarify this point?

Ted
Read Answer Asked by Ted on February 21, 2023
Q: Hi,
I did not need the capital loss in 2022, so I kept the shares. Is there a way to know what is the status of the bankruptcy? Would that be from the site of Deloitte https://www.insolvencies.deloitte.ca/en-ca/pages/Xebec.aspx ?
Can we expect any formal news for the investors in 2023 ? Do XBC patents have any value ? Thanks as usual.
Read Answer Asked by Denise on February 16, 2023
Q: When I put the subscription costs of 5iresearch for my income tax return under which category the money can be claimed? Portfolio manegement ?
Miroslaw
Read Answer Asked by Miroslaw on February 13, 2023
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