Managing tax in a “tenancy in common” situation
Claudia wants to minimize the tax payable when selling her share of a cottage to the co-owner.
Articles By Jason Heath, CFP:
Financial literacy for seniors
If one spouse makes most or all the financial decisions, the uninvolved spouse can be left vulnerable. That's one...
Should you set up a personal real estate corporation (PREC)?
Ontario recently joined several other provinces by allowing the establishment of personal real estate corporations. What are they, and...
How does assisted dying impact survivor pensions?
Brian is terminally ill and wants to ensure his wife is financially cared for.
Potential tax changes due to COVID-19
The pandemic has led to a significant amount of spending by the federal and provincial governments. How will the...
Should you sell your home to your kids?
Graham is considering a creative strategy to access his home equity with the help of his grown children. The...
Separation and divorce: How do we split up our investments?
When a relationship breaks down, there are tax implications arising from the division of investment assets.
What does a fee-only financial planner do, exactly?
And if they don't sell any financial products, how do fee-only planners get paid?
What a stock split means for your portfolio and tax situation
After recent stock splits for big names like Apple and Tesla, investors may be wondering: What are the tax...