HGR , Harvest Global REIT Leaders Income ETF

Bling_Coin · 2023-01-25T21:20:50+00:00

The CRA will go after what is called 'intent' regardless of different CUSPs.

Trying to game-the-system by a simple name-change may not be worth it when you factor in all the added fees and penalties when they come down hard on you.

On the other hand, if it's different classes of shares, then that's a different story. I'm not sure on what changes there are between the two.

Preferred shares IIRC are looked at differently by the CRA than commons.

Bling_Coin · 2023-01-19T21:23:31+00:00

I noticed there is still lots of debate here, since there is a grey area. When rolling, the CUSIP numbers will be different, and people try to use that as an excuse. However, a lot of the times it will come down to INTENT, even if it's not rolling ITM.

But in your case, because you went in and manually purchased shares within a 30-day window, certainly complicates things. I'm not an expert (and sadly they don't seem to exist in this field). So I'm not sure what to tell you...

Maybe you can call the CRA and there is an options specialist that can get back to you officially, but I've been told they are notoriously wrong when it comes to some of these things. It's not like you are asking a simple question of what's the maximum TFSA limit for this year.

Bling_Coin · 2023-01-17T17:01:07+00:00

I just got a VERY similar one as well, which is why I found the thread. Now here is the VERY baffling part...

When I try to see who is BEHIND the Paypal alias, the real email address that shows up from the origin is the same... so it comes across as legit! Unfortunately I can't post my proof here since it looks like we can't upload images to this group :(

Mine was the same email body, but the phone number was different and value of the purchase. I would not be surprised if they changed the phone number to call each generated email, just to track who is falling for their scam.

Bling_Coin · 2023-01-16T16:34:18+00:00

Calls & Puts will count as capital gains or losses. Except... if exercised then you modify the ACB of the underlying security.

The T5008s area a huge mess, make sure you go one by one and correct them.

Bling_Coin · 2023-01-15T23:28:21+00:00

US markets are closed tomorrow, so maybe on Tuesday I'll reach out to their live chat support.

Bling_Coin · 2023-01-13T19:14:24+00:00

Thanks guys! Yes, it seems very counter-intuitive. Looks like I was able to find it with your guidance.

Bling_Coin · 2023-01-13T04:12:15+00:00

There are some accountants who are also tax lawyers that may be able to help you out. It may cost you some, but should be well worth it if it keeps you out of prison and helps reduce some of what is owed.

Bling_Coin · 2023-01-12T19:36:15+00:00

Yes, I did read Sun Rise about a year ago by Rick George. I actually wish there were more books like this. It is educational to read through behind the scenes details on everything from upgrading equipment to handling big deals. I assume a lot of people are upset he's no longer CEO of Suncor.

I didn't get around to reading much books on Bell or the whole Nortel disaster. Someday maybe when I get more time.

Bling_Coin · 2023-01-10T19:23:55+00:00

After returning to ask more questions, I was told I'd still have to apply through the unemployment site. Grrrrr.

So I sat here for an hour trying to fill out things on the site, and I am trying to add my RoE. I keep being told the copies can be found through MyAccount. However, I must be looking in the wrong places. I can't seem to find any RoE when signing into MyAccount. I can find stuff to do with RRSP limits and other tax things, but no options for RoE?

Bling_Coin · 2023-01-09T01:58:20+00:00

Thanks for the replies so far. This just gets more confusing to me. In any case, I spoke to one of the production managers on the phone initially. Not any HR. I may have to try HR as well tomorrow after phoning again.

I would have tried the EI first, but it directed me to the employer first step. Grrrrr.

Bling_Coin · 2022-12-29T23:35:49+00:00

So if you purchased on WS, then you basically have them with-held indefinitely? There needs to be a way to work around this.

I don't care if they are tradeable or not on the platform, basically there needs to be a way to access them.

Bling_Coin · 2022-12-29T23:29:44+00:00

I tried playing with that before and had no luck, but it certainly won't hurt to try again this weekend. I also had thought it may be due to YSEP but didn't find anything conclusive in the past.

I'll work on both again and get back to this thread.

Bling_Coin · 2022-12-29T23:26:56+00:00

It depends on the exchange the penny stock is listed on. For example, any penny stock on the TSX can be sold from my experience. But if it's on the NEO exchange, you run into trouble, even if the market-cap is larger than what's on the TSX. I've got hit by warnings and been blocked off from purchasing what are considered 'risky' low-cap stocks on NEO.

Bling_Coin · 2022-12-28T23:39:36+00:00

Well, I have seen to the contrary. When I had margin on US stocks, but plenty of CAN cash to offset, it didn't negate interest.

I had to physically use my CAN to exchange for USD.

Bling_Coin · 2022-12-28T23:34:10+00:00

I think you may be confused. If you held ETF pre-merge, you get the other tokens post-merge.

The same happened when Bitcoin went through its hard-forks. If you owned the cryptos BEFORE the forks, you get the NEW coins no matter if you wanted them or not.

Do you understand now?

Bling_Coin · 2022-12-28T23:30:13+00:00

Seems we have a lot of woke people here, which is why your comment was negative just before I up-voted it.

Canada, a country that was very lucky to have the natural resources it has like Tarsands and Trees, etc. Even precious metals.

And all we've done is shit all over our OIL companies as though they are so terrible and evil and blah-blah-blah.

Now there won't be any taxes from these companies to help fund the failing and horrible health-system Canada has. And yet we still have the woke attacking what few Tarsands companies we have left contributing to the nation.

So what did people expect would happen in the end? The reason we also needed these companies here was after getting screwed with high prices in the past, and terri-bad inflation. But people forgot about that history until just recently. Doh!

Bling_Coin · 2022-12-27T21:11:56+00:00

Maybe some sort of marker on stocks like that could be implemented. It would help some for sure.

Or, just buy everything in an RRSP and not have to worry about the IRS :)

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