Advertisement

Articles By Jason Heath, CFP:

A woman's face is illuminated by the glowing lights of a computer system

Ask a Planner

Can you trust AI with financial advice?

Advancements in artificial intelligence have accelerated and are a hot investing topic. Can AI give financial advice you...

Can you trust AI with financial advice?
Son moves into rental condo that he owns with his parents. They wonder if they owe capital gains.

Ask a Planner

When your child moves into your rental property: Capital gains and how to claim principal residence exemption

When an adult child moves into their parents’ rental property, the family should be clear on a few things,...

When your child moves into your rental property: Capital gains and how to claim principal residence exemption

Ask a Planner

How to claim a child’s income below the basic personal amount

Even if a child’s earnings are exempt from income tax, they may be entitled to tax credits or deductions....

How to claim a child’s income below the basic personal amount
A retired couple sit on the beach after surfing

Ask MoneySense

Should you include your pension in your net worth?

Whether to include a pension in your net worth statement is up for debate. If you choose to do...

Should you include your pension in your net worth?
A woman does the splits outside

Ask a Planner

4 strategies for income splitting with a lower-income spouse

If one spouse does not work, is it beneficial for the other to invest and buy stocks in their...

4 strategies for income splitting with a lower-income spouse
A woman in her 50s/60s talking to her husband about how to manage his DC plan

Ask a Planner

DC plans once you retire: What do you do with them?

When coming up to retirement, should your investments move with you. Find out the options for soon-to-be retirees. ...

DC plans once you retire: What do you do with them?

Ask a Planner

What expenses can you deduct when renovating a rental property?

The purpose of the renovations, as well as the occupancy of the building, can influence whether the expenses are...

What expenses can you deduct when renovating a rental property?
woman standing on ladder to paint a wall

Columns

Should you accelerate your mortgage payments—or invest?

Chantal wants to pay down debt, invest and buy a property down south but isn't sure which to prioritize....

Should you accelerate your mortgage payments—or invest?

Ask a Planner

Are your deposits at Canadian financial institutions safe?

The failure of Silicon Valley Bank has highlighted risks in the U.S. banking system. Should Canadians with large deposits...

Are your deposits at Canadian financial institutions safe?