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Articles By Jason Heath, CFP:

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How real estate is taxed during a separation or divorce

A couple owned two properties, and each person is taking one as part of their separation. What are the...

How real estate is taxed during a separation or divorce
Agents discuss sale of vacation home

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How much is capital gains tax in Canada?—and other reader questions answered

Last month’s federal budget introduced changes to capital gains tax in Canada. This has raised many questions about who...

How much is capital gains tax in Canada?—and other reader questions answered
Newly retired couple travelling wonders about converting RRSP

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Should you max out your RRSP before converting it to a RRIF?

Here’s what to consider before converting an RRSP to a RRIF.

Should you max out your RRSP before converting it to a RRIF?
Retired couple looks at income statements online

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“Should I delay my CPP if I’m not contributing to it?”

You can still benefit from deferring Canada Pension Plan payments with less than maximum contributions.

“Should I delay my CPP if I’m not contributing to it?”
A couple nearing retirement embrace on the beach
How annuities work in Canada
Young Canadian family grapples with budget

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Federal Budget 2024: How it will affect Canadians’ finances and taxes

Learn how the federal government’s 2024 budget can affect you and your money.

Federal Budget 2024: How it will affect Canadians’ finances and taxes
Two electricians are looking at wiring inside an exposed wall, discussing if the renovation and upgrades are tax deductible

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Are home renovations tax deductible in Canada?

Doing home renovations? Find out if there are any tax incentives that Canadians are able to claim.

Are home renovations tax deductible in Canada?
A man works on his laptop with a small dog on his lap

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How to change a past tax return

You can amend previous tax returns to include new information, such as investment management fees for a non-registered account....

How to change a past tax return

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Should you buy life insurance to pay for tax owed upon death?

When you die, capital gains tax might apply to some of your assets. Can life insurance help shelter your...

Should you buy life insurance to pay for tax owed upon death?