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Articles By Jason Heath, CFP:

A retiree scrolls on his mobile phone while sitting on a park bench

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What to know about withholding tax in retirement

Most retirees have taxes owing at the end of the year. Should you adjust the withholding tax on your...

What to know about withholding tax in retirement

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Are Vanguard Canada ETFs and other funds always a good investment?

Here’s how you can access Vanguard ETFs in Canada and some pros and cons of ETFs to consider.

Are Vanguard Canada ETFs and other funds always a good investment?
A young woman checks her child's RESP balance on her phone

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What to do when you have insufficient or unused RESP funds

What to do when you have insufficient or unused RESP funds
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Should you pay off student debt before investing?

Should you pay off student debt before investing?
An advisor discusses how inflation affects inflation-linked bonds with clients

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Why inflation-linked bonds aren’t always the answer to high inflation

Inflation-linked bonds can decline in a high-inflation year. Here’s how increases and decreases in inflation impact these types of...

Why inflation-linked bonds aren’t always the answer to high inflation
Two woman discuss the tax implications of a company acquisition over coffee

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A company I hold stock in was acquired or merged—do capital gains apply?

Shareholders cannot always prevent a company sale or merger from going ahead. When that happens, do you still owe...

A company I hold stock in was acquired or merged—do capital gains apply?
A woman's face is illuminated by the glowing lights of a computer system

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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.

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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

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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