Articles By Jason Heath, CFP:

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Could a line of credit impact my mortgage application?

Presented By

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

Presented By

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...

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Do non-residents pay tax on CPP? What if you live in the U.S.?

Withholding tax is generally the only Canadian tax a non-resident pays for their CPP pension, and the tax burden...

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Market-linked GICs: The pros and cons for investors

These GICs track the markets, offering low risk and some upside potential to investors. Here’s how to know if...

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Are mutual fund fees tax deductible?

Don’t go claiming a deduction for mutual fund fees on your tax return. Why? Because they’ve already been indirectly...

TFSAs

What is considered day trading in a TFSA

The recent Ahamed v. The King decision by the Tax Court of Canada highlights risks for investors who trade...