Stock Market Beliefs – Part 1

Every once in a while, I come across a truly fascinating book. I love reading financial and investment books. I’ve read most of the major books in the stores and try to read at least one on each theme. But it is rare to come across such an insightful book. Read more…

Planning With Ed

EdSelect

Ed Rempel has helped thousands of Canadians become financially secure. He is a fee-for-service financial planner, tax  accountant, expert in many tax & investment strategies, and a popular and passionate blogger.

Ed has a unique understanding of how to be successful financially based on extensive real-life experience, having written nearly 1,000 comprehensive personal financial plans.

The “Planning with Ed” experience is about your life, not just money. Your Financial Plan is the GPS for your life.

Get your plan! Become financially secure and free to live the life you want.

1 Comment

  1. Matt on July 19, 2025 at 9:17 PM

    Using the smith manoeuvre, if you put 100% of the borrowed money to invest in a portfolio of ETFs like VEQT could you also sell options using the portfolio as margin and still be okay with the CRA? For example I have 400k invested in VEQT (100% of the borrowed money) and I sell 4 spy put options 30% out of the money 4 months out using the portfolio as margin. Never been assigned and I end up making about an extra $8,000usd a year doing this. Do you see any issues with the CRA from a tax perspective



Leave a Comment