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Articles By Jason Heath, CFP:

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How does assisted dying impact survivor pensions?

Brian is terminally ill and wants to ensure his wife is financially cared for.

How does assisted dying impact survivor pensions?

Taxes

Potential tax changes due to COVID-19

The pandemic has led to a significant amount of spending by the federal and provincial governments. How will the...

Potential tax changes due to COVID-19

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Should you sell your home to your kids?

Graham is considering a creative strategy to access his home equity with the help of his grown children. The...

Should you sell your home to your kids?

Taxes

Separation and divorce: How do we split up our investments?

When a relationship breaks down, there are tax implications arising from the division of investment assets. 

Separation and divorce: How do we split up our investments?

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What does a fee-only financial planner do, exactly?

And if they don't sell any financial products, how do fee-only planners get paid?

What does a fee-only financial planner do, exactly?

Investing

What a stock split means for your portfolio and tax situation

After recent stock splits for big names like Apple and Tesla, investors may be wondering: What are the tax...

What a stock split means for your portfolio and tax situation

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Could selling a vacation property affect government pensions?

Colleen wants to sell her trailer but is worried about the impact on her CPP, OAS and GIS benefits.

Could selling a vacation property affect government pensions?

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Is a personal injury settlement taxable, and can it impact OAS or GIS benefits?

After receiving a personal injury settlement, J is looking for advice on how it might be taxed, and whether...

Is a personal injury settlement taxable, and can it impact OAS or GIS benefits?
Woman having a coffee and writing notes

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Severance, pensions and unemployment at 65: Should you apply for a pension if you get laid off?

If you got laid off and are trying to maximize your termination package, pension income and EI benefits, consider...

Severance, pensions and unemployment at 65: Should you apply for a pension if you get laid off?