A guide to spousal RRSPs for married and common-law partners
There are benefits, but also potential pitfalls, to beware of when considering contributions to your spouse or partner’s registered...
Articles By Jason Heath, CFP:
What tenants need to know about buying out their rental
Douglas is considering buying the property he rents from his landlord. There are considerations and opportunities for everyone involved.
When does it make sense to sell real estate in a larger city and buy in a smaller one?
If Alison’s annual rent exceeds 5% of the cost to buy a comparable home, she may be in a...
Estate planning changes in Ontario
Virtual signing and remote witnessing are now permanent options for clients and lawyers creating wills and powers of attorney...
IVF and adoption costs in Canada
Having kids can be expensive for every family—but for Canadians with fertility issues, there are added financial and non-financial...
Selling your house? Here’s where to invest the proceeds
What to do with the proceeds of a house sale, RRSPs and TFSAs? Invest. Here's how robo-advisors might work.
How to stop debt or pension payments after someone has died
Jarnail’s son passed away recently, yet his student loan payments continue to be withdrawn. What should his next steps...
Can you claim a principal residence exemption on real estate occupied by a child?
Jim has lived in his home, rented part of it to a tenant, and currently has his son living...
New investment approaches for risk-averse Canadians
Old-school investors may find the capital preservation techniques they have relied on in the past won't work the same...