Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, reports that effective September, an exchange of shares within a mutual fund corporation will be taxed as a disposition at fair market value. He spoke from the budget lock-up in Ottawa.
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Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs
A look at the status of selected tax proposals from the Trudeau government
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods