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Articles By Jason Heath, CFP:

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Could selling a vacation property affect government pensions?

Colleen wants to sell her trailer but is worried about the impact on her CPP, OAS and GIS benefits.

Could selling a vacation property affect government pensions?

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Is a personal injury settlement taxable, and can it impact OAS or GIS benefits?

After receiving a personal injury settlement, J is looking for advice on how it might be taxed, and whether...

Is a personal injury settlement taxable, and can it impact OAS or GIS benefits?
Woman having a coffee and writing notes

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Severance, pensions and unemployment at 65: Should you apply for a pension if you get laid off?

If you got laid off and are trying to maximize your termination package, pension income and EI benefits, consider...

Severance, pensions and unemployment at 65: Should you apply for a pension if you get laid off?

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The best ways to help kids financially

You don’t have to be rich to give children a good start in life. Here are six strategies to...

The best ways to help kids financially

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Which savings plans should a 37-year-old with a military disability income contribute to, and when?

Jason and his wife have registered disability savings plans, and want to know how to prioritize their contributions among...

Which savings plans should a 37-year-old with a military disability income contribute to, and when?
Father and son gardening

Investing

The cost of socially responsible investing

Are there enough options available for Canadians who want to invest according to their values—and do you have to...

The cost of socially responsible investing

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What to consider when naming investment account beneficiaries

Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...

What to consider when naming investment account beneficiaries

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RESP advice for Canadian citizens living in the U.S.

Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month....

RESP advice for Canadian citizens living in the U.S.

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Does a spouse’s real estate ownership cancel out first-time homebuyer qualifications?

Meredith’s husband purchased a condo before they got married. She’s never lived in it, and wonders if she can...

Does a spouse’s real estate ownership cancel out first-time homebuyer qualifications?