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Articles By Jason Heath, CFP:

A woman is sitting in a lawyer's office reading a power of attorney document, and she is wondering what the fees are for a POA in Ontario.

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Are fees payable for acting as a power of attorney?

Can you be paid for a role as an attorney for property, in particular, after the position has already...

Are fees payable for acting as a power of attorney?
A woman in her 80s is sitting on her couch at home, removing her glasses, as she is thinking about selling her home or get a reverse mortgage.

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Should I sell and rent or get a reverse mortgage?

What to consider before selling your home or getting a reverse mortgage. The math reveals the real costs for...

Should I sell and rent or get a reverse mortgage?
A young man leans forward on a couch to pet his dog.

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What are the taxes on transferring real estate to your kids?

Joan and her partner own the condo her son lives in, but they want to transfer ownership to him....

What are the taxes on transferring real estate to your kids?
An older woman sits in a chair by the window, sketching with a pencil and paper.

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Capital gains, taxes and more: The implications of inheriting real estate

There are tax, estate and other implications when inheriting real estate, even from family.

Capital gains, taxes and more: The implications of inheriting real estate
An older woman in yoga clothes sits on a sofa looking at a laptop.

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How much are withholding taxes on RRSPs and RRIFs?

Anne wants to take extra RRIF withdrawals beyond her annual minimum amount and is worried about the tax implications.

How much are withholding taxes on RRSPs and RRIFs?
Two people shake hands across a desk that has a laptop on it

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Should you borrow to invest with the Smith Manoeuvre?

Warren is trying to crunch the numbers on borrowing to invest using a strategy often referred to as the...

Should you borrow to invest with the Smith Manoeuvre?
Two town homes with pointed peaks

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The tax implications of owning multiple properties during probate

When a spouse passes away, what are the tax, probate and mortgage implications for multiple properties?

The tax implications of owning multiple properties during probate
A woman in her 60s is greeting her mother with a hug.

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Should you loan money to someone who is house rich and cash poor?

Loaning money to someone who is house rich and cash poor requires some consideration. Even when it involves family....

Should you loan money to someone who is house rich and cash poor?
A couple sits down at a cafe to discuss their investments

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The tax implications of transferring a stock between spouses

Joe wants to transfer his 50% ownership of a stock he owns jointly with his wife to her. He...

The tax implications of transferring a stock between spouses