Canada’s Budget 2023: What it means for you and your family
The federal government’s 2023 budget proposes a national dental care plan, a grocery rebate, changes to registered accounts, and...
Articles By Jason Heath, CFP:
For Canadians living abroad, is it worth investing in foreign ETFs?
Canadians with extra savings overseas may wish to invest in foreign ETFs. However, there may be alternatives with less...
Should you withdraw from non-registered or TFSA investments in retirement?
When starting to draw down your investments in retirement, should you sell your non-registered or TFSA stocks, or both?
Triggering losses by transferring investments to a TFSA
Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.”
A strategy for non-registered and TFSA accounts in retirement
Between a TFSA and non-registered accounts, what is the most tax-effective way to withdraw to fund retirement?
Who to name as executor when family members aren’t an option
It’s not always possible or beneficial to name a family member or close friend as executor in your will....
Are spousal and child support payments taxable?
Spousal and child support payments are taxed differently. And lump-sum payments may come with their own tax implications.
Can an executor borrow money to cover probate costs?
Executors have a few options when the estate has outstanding bills and no cash to cover probate fees. Find...
The tax implications of working abroad for residents and non-residents of Canada
What taxes do you owe when working in another country if you’re a resident of Canada or have significant...