Advertisement

Articles By Jason Heath, CFP:

man and woman looking at each other in their home

Ask a Planner

Understanding income attribution and how to deal with it at tax time

Paul and his wife have a non-registered investment account and want to make sure they are reporting the income...

Understanding income attribution and how to deal with it at tax time
retired couple looking lovingly at each other

Ask a Planner

Maximizing spousal RRSP contributions in your 70s

Don wants to know exactly when is the cutoff for contributions in his wife’s case, and when to convert...

Maximizing spousal RRSP contributions in your 70s
man's hands folded over laptop computer

Ask a Planner

Should you always split your pension income?

Narayan wants to know the best ways to save income tax, given the disparity between his income and his...

Should you always split your pension income?
tiny house exterior at sunset

Ask a Planner

Tax implications of building a laneway suite

Any time a homeowner becomes a landlord, there may be GST/HST and income tax owing—and the amounts can be...

Tax implications of building a laneway suite
Woman working at desktop computer

Ask a Planner

You may be able to claim these commonly overlooked medical expenses on your tax return

Several medical expenses are eligible for a tax credit. Here are a few Canadians should consider at tax time. 

You may be able to claim these commonly overlooked medical expenses on your tax return
worried man wearing trenchcoat

Ask a Planner

How do mortgage brokers get paid?

Adil is about to close on a home purchase and is surprised that his mortgage broker is asking for...

How do mortgage brokers get paid?

Ask a Planner

What to consider if you still have RRSP contribution room

With just weeks left before the contribution deadline, a Certified Financial Planner rounds up key facts and common RRSP...

What to consider if you still have RRSP contribution room

Ask a Planner

Financial priorities for the new year

January is a good time to review your investments, tax and debt management planning. Here’s how to get started.

Financial priorities for the new year

Ask a Planner

Should you buy a condo to live in during retirement—before you retire?

Even beyond the uncertainty of real estate market valuations, there's a lot to consider.

Should you buy a condo to live in during retirement—before you retire?