Articles By Jason Heath, CFP:

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Tax planning for Canadians who invest in the U.S.

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Scotiabank

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How much to take out of your RRSP in your 60s

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Scotiabank

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How spouses with joint accounts should claim capital losses

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Scotiabank

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Can you save tax by moving into your rental property?

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Scotiabank

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Could a line of credit impact my mortgage application?

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National Bank of Canada

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Financial planning in your 70s

Be mindful of these money concerns, even after retirement. 

Investing

How to start investing with ETFs in your 20s

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National Bank Direct Brokerage

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What to do with U.S. dollar RRSPs in retirement

If you already have a Canadian dollar RRIF, should you roll the U.S. dollar RRSP into the RRIF, or...

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Should this DIY investor go all in on this international ETF?

You can exclusively hold international ETFs in any Canadian account, without paying a penalty. But there are taxes and...