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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: Please rank the following from best to worst for a long term hold. Thanks
Read Answer Asked by Ben on January 13, 2025
Q: I have some fund from RRIF that I would like put into a TFSA and was just reading the latest issue of your ETF & Mutual Fund Update report. I am thinking of the above three ETFs and one stock. What are your thoughts. As a perspective, I would include some i2i fund if it was allowed in a TFSA.
Read Answer Asked by Danny-boy on January 10, 2025
Q: Hi again. This is the question I tried asking last night and kept receiving a note for a Server Error.
I added in my contribution to my TFSA yesterday. I was thinking of adding in.a new position in ZDC or topping up 2 of the other names. If you suggest adding to 2 of the above, what would your 2 top choices be and why?
Thanks David.
Read Answer Asked by David on January 10, 2025
Q: What would be your 5 top picks for TFSA investing for 2025?
Read Answer Asked by shirley on January 08, 2025
Q: The Canadian market has been weak lately, and I think Trump's potential tariffs will mean more weakness near term. Rather than top up a TFSA in January, how about waiting for the near term anxiety to produce lower prices, and then get in?
John
Read Answer Asked by John on December 18, 2024
Q: Hi,

Just getting ready to transfer funds from my cash account to my TFSA. I currently have a portion of LMN and KXS in a cash account. I have a larger cap gain in LMN. Which of the two do you feel would be best to move
Into a TFSA. I have the room to move an entire amount of either, but not both.

Or is this a coin toss? The cap gain isn’t much, so really doesn’t matter in the long term. As both have run some in the last month, the decision isn’t as easy as it was when KXS was laboring. Thx
Read Answer Asked by Kelly on December 17, 2024
Q: Hello team,
Can you help me understand please whether i should put new monies in TFSA towards bep.un or bepc ? On yahoo, i see bep.un has dividend of 5.87 percent but 1 year return of minus 2 percent where as bepc has dividend of 4.7 percent but one year return of 14 percent. From income and growth perspective, bepc seems to be better bet.. If this is the case, are investors losing out by investing in bep.un? i have huge loss in my rrsp from bep.un so would like to know where to put new monies as it seems brookfield would benefit from the energy transition. Alternatively, am i better off simply putting all my monies in BN and forget the spinoffs.. please explain and thank you ..
Read Answer Asked by umedali on December 17, 2024
Q: Which stocks or ETFs would you recommend for long term to a 25 year old with contribution room of $60K in the TFSA and $8k in First Home Savings account?
Read Answer Asked by Elizabeth on December 17, 2024
Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.
Read Answer Asked by Merrilyn on December 11, 2024
Q: i was wanting to withdrawal my dividends from my tfsa iwas wnting to put the money back in the tsfa in the newyear along with the 6500.. Can i do this with out tax concerns
Read Answer Asked by elgin on December 11, 2024
Q: I have a gain of US dollars in my TSFA and I would like to withdraw $10000 US dollars before the end of the year. Can I replace the withdrawal in 2025 with $14100 (10000 US dollars times exchange rate 1.41) Canadian dollars?

Thanks for all your professional advice over the year and wishing everyone a very Merry Christmas and all the best in 2025.

Dave.
Read Answer Asked by David on December 10, 2024
Q: I'm considering opening a TFSA for a spouse who has a low income. However, he is considered a dual citizen. There seems to be conflicting advice about whether it makes sense to open a TFSA for someone considered a dual citizen,.
Can you clarify this?
Read Answer Asked by Valerie on December 09, 2024
Q: Greetings 5i team,
For my 2025 TFSA contribution, I will be adding to existing holdings as listed above. In what order might a person add to these three companies. I note the 6% drop in EQB today.
Thank you very much as always
SP
Read Answer Asked by Steve on December 06, 2024
Q: For my TFSA, I am hesitating between VBAL and XBAL. Which one do you prefer? Because of the U.S. and international component of these ETFs, will there be withholding taxes in a TFSA or other tax considerations we should know about? Thank you for your guidance
Read Answer Asked by Gervais on November 21, 2024
Q: Good day,

I am setting up TFSA and FHSA accounts for an 18-year-old with a 15-25 year investment horizon. The goal is to contribute the maximum annual limit each year, which is $7,000 for the TFSA and $8,000 for the FHSA in 2024, and continuing at those levels in subsequent years. From an aggressive growth perspective, without restricting the investment options to Canadian markets, what would you recommend? Also, do you recommend making an lumpsum investment or spread the purchases over time? If so, how do you suggest I spread the purchases.

Thank you
Read Answer Asked by Vee on November 19, 2024
Q: What happens to a spouses TFSA if they pass away,and you are the registered agent for the account.My question is can you continue to trade ,or do nothing and could the fund continue to grow tax free
Read Answer Asked by Greg on October 16, 2024
Q: Recently I transferred in kind shares of Bell. From my unregistered account to a TFSA.They were deemed to be sold at a loss.Can I claim the loss?.And also my shares of MG that are at a significant loss in my TFSA which I if needed to sell .If I transfer them to my nonregistered account will they be deemed to be sold in TFSA and I would not be able to claim the loss? As allways thanks Larry
Read Answer Asked by Larry on October 11, 2024
Q: Morning, you wonderful people.

Looking to add with your help. I am a believer in tech and growth in my TFSA. Other accounts are balanced.

I hold CSU, AMZN, NVDA, MSFT, GOOG, COST, AVGO, BRK.B, BLK.

Regardless of sector etc. Please let me know your top 3-5 to add to this portfolio. Longterm and conviction!

Thank you muchly.
Read Answer Asked by Jemma on September 04, 2024
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