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Articles By Jason Heath, CFP:

A retired couple sit on the beach after surfing

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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

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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

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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?

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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

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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?

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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?
A woman writes on a box as she prepares to move into a co-owned property

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Can you save tax by moving into your rental property?

Can you save tax by moving into your rental property?
one hand passing $10US to another

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

Tax planning for Canadians who invest in the U.S.
How much to take out of your RRSP in your 60s

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

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