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Articles By Jason Heath, CFP:

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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?
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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
A woman is sitting on her couch in her apartment with a pensive expression on her face.

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Buying a home after divorce

During a divorce, one or both spouses may move into new homes. A MoneySense reader has a question about...

Buying a home after divorce
A ring-spine calendar for April, with a note book, and block lettering spelling out the words "tax time".

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How do quarterly income tax installments work?

Explore how tax installments work, how to best plan to paying them on time, and what happens if you...

How do quarterly income tax installments work?
A senior-age man lies on a sofa and looks at his smartphone

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Converting a segregated fund to a RRIF

If you hold a segregated fund and want to convert it to a registered retirement income fund, this is...

Converting a segregated fund to a RRIF
A man sits in a dentist chair, happy with the results of his latest check up, as holds a mirror inspecting his teeth.

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When can you claim medical expenses on your tax return

After you pay for out-of-pocket medical expenses, what should you do with the receipts? Find out if you can...

When can you claim medical expenses on your tax return
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Capital gains when selling property to family

If you sell a property to a relative for a bargain price, does that mean you pay less tax...

Capital gains when selling property to family