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Articles By Jason Heath, CFP:

Older man and younger man working on home repairs

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Can you claim a principal residence exemption on real estate occupied by a child?

Jim has lived in his home, rented part of it to a tenant, and currently has his son living...

Can you claim a principal residence exemption on real estate occupied by a child?
older man at laptop computer

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New investment approaches for risk-averse Canadians

Old-school investors may find the capital preservation techniques they have relied on in the past won't work the same...

New investment approaches for risk-averse Canadians
man and woman looking at each other in their home

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Understanding income attribution and how to deal with it at tax time

Paul and his wife have a non-registered investment account and want to make sure they are reporting the income...

Understanding income attribution and how to deal with it at tax time
retired couple looking lovingly at each other

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Maximizing spousal RRSP contributions in your 70s

Don wants to know exactly when is the cutoff for contributions in his wife’s case, and when to convert...

Maximizing spousal RRSP contributions in your 70s
man's hands folded over laptop computer

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Should you always split your pension income?

Narayan wants to know the best ways to save income tax, given the disparity between his income and his...

Should you always split your pension income?
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Tax implications of building a laneway suite

Any time a homeowner becomes a landlord, there may be GST/HST and income tax owing—and the amounts can be...

Tax implications of building a laneway suite
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You may be able to claim these commonly overlooked medical expenses on your tax return

Several medical expenses are eligible for a tax credit. Here are a few Canadians should consider at tax time. 

You may be able to claim these commonly overlooked medical expenses on your tax return
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How do mortgage brokers get paid?

Adil is about to close on a home purchase and is surprised that his mortgage broker is asking for...

How do mortgage brokers get paid?

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What to consider if you still have RRSP contribution room

With just weeks left before the contribution deadline, a Certified Financial Planner rounds up key facts and common RRSP...

What to consider if you still have RRSP contribution room