Past Event! Note: this event has already taken place.

Financial Skills: Investing & Taxation

January 26, 2021 at 12:00 PM to 2:00 PM

Audience:Current Students

Under what circumstances does an RRSP or a TFSA contribution make more sense? What are some of the most tax-efficient investments available? How is the RRSP tax refund calculated? This webinar briefly reviews the basics seen in Introduction to Investing while highlighting how the different tax brackets impact different investments and sources of income. We will also cover various investment vehicles in greater detail, how they get taxed, and the most tax-efficient way to distribute various investments in different types of accounts. Lastly, we will go over how to properly track and report dividend distributions from a margin account for tax purposes.

Learning Outcomes:

  • Know when to contribute to an RRSP vs. a TFSA.
  • Learn about some advanced features of various types of investments and how they get taxed.
  • Be able to track and report dividend distributions from a margin account for tax purposes.

All graduate students and postdocs are welcome. If you are working as a TA, this session counts toward voluntary paid training hours, provided that you are working as a TA in the term when the training takes place.


Personal information collected through this form will be used and disclosed by Carleton University under the authority of the Carleton University Act, 1952, and in accordance with sections 39, 41 and 42 of Ontario’s Freedom of Information and Protection of Privacy Act. The purpose of this processing is event registration. If you have any questions about the processing of personal information by Carleton University, please contact the Manager, Privacy & Access to Information, by phone at 613-520-2600 ext. 2047 or by e-mail via