Articles By Jason Heath, CFP:

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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...

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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. ...

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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...

Mortgages

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....

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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...

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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