Articles By Jason Heath, CFP:

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DC plans once you retire: What do you do with them?

When coming up to retirement, should your investments move with you. Find out the options for soon-to-be retirees. ...

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What expenses can you deduct when renovating a rental property?

The purpose of the renovations, as well as the occupancy of the building, can influence whether the expenses are...

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Should you accelerate your mortgage payments—or invest?

Chantal wants to pay down debt, invest and buy a property down south but isn't sure which to prioritize....

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Are your deposits at Canadian financial institutions safe?

The failure of Silicon Valley Bank has highlighted risks in the U.S. banking system. Should Canadians with large deposits...

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Can you save tax by moving into your rental property?

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Scotiabank

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Tax planning for Canadians who invest in the U.S.

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Scotiabank

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How much to take out of your RRSP in your 60s

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Scotiabank

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How spouses with joint accounts should claim capital losses

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Scotiabank

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Could a line of credit impact my mortgage application?

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National Bank of Canada