Background reading and deep dives
Here the subject is explored at length, including the trade-offs that simple summaries often skip. Read a section, pause, and come back later if that helps. Nothing here is financial, legal or tax advice.
Planning for lost access to a self-custody wallet
What happens to a self-custody wallet when its only keeper dies or loses the backup, and what a holder can write down now so that a trusted person is able to act later.
Fake endorsements, deepfakes and misleading crypto ads
How ads and videos borrow a public figure's face or a regulator's name to promote a crypto platform, how to check the endorsement yourself, and where in Canada the advertisement can be reported.
Recording your adjusted cost base for crypto
What to write down at each purchase so the adjusted cost base can be worked out later, and the gain formula the Canada Revenue Agency describes for a disposition.
Investor Alerts and Caution Lists as Warning Lists
The difference between a registration search and a warning list, where provincial regulators and the Canadian Securities Administrators publish each, and why a missing name proves nothing.