Estate planning for singles—is a trust company the answer?
Canadians with no children or siblings must consider estate planning alternatives. Here’s why trust companies can be a good...
Articles By Jason Heath, CFP:
What to know as Canada’s capital gains tax changes remain in legal limbo
The federal government’s capital gains inclusion rate increase has yet to become law. There’s a slight chance it may...
How to report foreign income in Canada
Canadians have reporting requirements for foreign assets, income and tax paid. Here’s how to claim each of these on...
Should you invest an inheritance in an RRSP or a TFSA?
A Certified Financial Planner provides perspective on the TFSA vs. RRSP question for a couple in their late 50s...
How to plan for taxes in retirement in Canada
In retirement, some income is not subject to withholding tax, and you may potentially owe tax after filing each...
Year-end tax and financial planning considerations
Some strategies are time-sensitive, while others can help you start the new year on the right foot.
Scared of selling? When holding on to stocks can hurt you financially
Sometimes, it’s not action, but inaction, that can hurt you financially. Here are examples of when selling may be...
How to consolidate your registered accounts for retirement income in Canada
Do Canadians need to consolidate RRSP accounts before converting to RRIFs? Find out this and more.
Is it better to be an employee or self-employed?
Here’s a primer for Canadians on choosing between employment and self-employment for a new work arrangement.