Advertisement

Articles By Jason Heath, CFP:

A father and his son and daughter are in the bathroom, brushing their teeth, getting ready for bed.

Ask a Planner

What happens to your TFSA when you die

This is how a TFSA gets distributed in the event of a death, plus, info on making sure it...

What happens to your TFSA when you die
A man is seen sitting an thinking

Ask a Planner

Should you leave corporate savings in your company?

Chris has a lot of money saved in his corporate bank account and wants to take it out with...

Should you leave corporate savings in your company?

Ask a Planner

Calculating expected returns on the sale of real estate

Yan is selling his home and wants to know how to price it to ensure he turns a profit.

Calculating expected returns on the sale of real estate
a family is being shown around a rental property that is for sale.

Columns

Cutting down capital gains tax on real estate sales

Defer RRSP contributions to mitigate taxes

Cutting down capital gains tax on real estate sales
A woman in her retirement years sitting at a sewing machine

Ask a Planner

Corporate investments for retirees

Retired with cash and investments in a corporation, and wondering how to withdraw with minimal tax implications?

Corporate investments for retirees
a woman sitting in a dark, cool room, with her face warmed by the sun. She's sitting on the floor, leaning her back on the bed.

Life Insurance

How to find a lost life insurance policy

A death in the family is always stressful, but money can make it more so. Here’s expert advice for...

How to find a lost life insurance policy
A man in his 50s, sitting in a college or university library, reading a book.

Save

The process of unlocking a LIRA account in Canada

What can you do? What can’t you do? Let’s clarify some conflicting online information about locked-in retirement accounts.

The process of unlocking a LIRA account in Canada
A man moving out from the family home, carrying a box of toys outside of the house,as his ex-wife walks behind him with another box.

Ask a Planner

Do you pay capital gains tax when separating or divorcing?

Concerned about the potential capital gains tax implications of a principal residence after a relationship breakdown?

Do you pay capital gains tax when separating or divorcing?
A senior-age couple outside their house

Pensions

Should you apply for OAS even if you have a high income?

If you are a high-income senior whose Old Age Security would be fully clawed back, find out if you...

Should you apply for OAS even if you have a high income?