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Articles By Jason Heath, CFP:

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How to use FHSA and RRSP withdrawals for a home down payment in Canada

First-time home buyers in Canada can pull from savings in registered accounts to fund their down payment. Here’s how...

How to use FHSA and RRSP withdrawals for a home down payment in Canada

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What Canada’s deferred capital gains tax change means for your taxes

The federal government has made a last-minute change to its capital gains inclusion rate increase. However, other tax changes...

What Canada’s deferred capital gains tax change means for your taxes

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CPP for non-residents of Canada: How to apply, report pension income and more

A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return...

CPP for non-residents of Canada: How to apply, report pension income and more

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Can seniors claim home renos on a tax return? If so, which ones?

Canadian seniors may be eligible for a tax credit on safety-related home renovations. Let’s look at the credits available...

Can seniors claim home renos on a tax return? If so, which ones?
Canadian deciding between debt and investing holds two piggy banks.

Investing

Invest or pay off debt: A comprehensive guide for Canadians

Is it better to invest your money or use it to pay down your mortgage or other debt? It...

Invest or pay off debt: A comprehensive guide for Canadians

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How is a non-registered account taxed upon death?

Here’s a primer for Canadians planning for the tax payable on a non-registered account at death, including capital gains...

How is a non-registered account taxed upon death?

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How does a spouse’s death impact your TFSA contribution room?

A tax-free savings account inherited from a spouse is subject to special treatment. Here’s how it may impact the...

How does a spouse’s death impact your TFSA contribution room?
American and Canadian flags waving side by side

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Can you move your investments from Canada to the U.S.?

Learn the tax implications of moving investments from Canada to the U.S. There’s lots to consider.

Can you move your investments from Canada to the U.S.?

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Can Canadian investors save tax when a stock’s company goes bankrupt?

You may be able to get some tax relief when the stock of a company you hold goes bankrupt....

Can Canadian investors save tax when a stock’s company goes bankrupt?