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...
Articles By Jason Heath, CFP:
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...
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...
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....
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...
What’s involved in moving investments from a high-fee advisor to a DIY setup?
Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him...
Should you update your financial plan given recent volatility?
Investors need to expect volatility and plan for it—not only in relation to the COVID-19 pandemic, but always. It’s...
The pros and cons of a dividend reinvestment plan
You may decide that it’s better to receive dividend distributions in cash, especially if you plan to use them...
How to protect personal assets if your business fails
With COVID-19 protective measures crushing her already struggling business, Annette fears losing her home if she's unable to repay...