hellcat81

If you owned any of the Horizon's synthetic swap ETFs they reorganized under a mutual fund corporation at the beginning of December. This is in response to changes in the taxation of these vehicles. This will be treated as a taxable event if held in a taxable account however you can elect to file a joint section 85 election with Horizon's to minimize taxation and defer until sold.

Here's the link: https://www.taxelection.ca/Horizons/

I believe it needs to be submitted by month end otherwise they may not process your paperwork.

I used to use Quicken a few years back. Looking now for an application, similar to that, ie for personal finance or if necessary a web service that can be used to track and record ones financial position. This will require manual entry for many sources I would expect as not all banks allow data downloads.

Wish list :

Net worth snapshot Track assets and debts Account for appreciation on assets I love graphs and charts

Canadian friendly, ie RRSP/TFSA accounts or flexibility to support our tax structure

Retirement planning and safe withdrawal type calculators or projections would be nifty

Support assets held through trusts, multiple holding companies with loans, percentage int