Advertisement

Articles By Jason Heath, CFP:

Ask a Planner

How to protect personal assets if your business fails

With COVID-19 protective measures crushing her already struggling business, Annette fears losing her home if she's unable to repay...

How to protect personal assets if your business fails

Ask a Planner

10 podcasts to amp up your investing and financial confidence

These Canadian resources make it easy to bone up on a wide range of money concerns.

10 podcasts to amp up your investing and financial confidence

Ask a Planner

“Records of my stock purchase have disappeared. What now?”

Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss...

“Records of my stock purchase have disappeared. What now?”

Ask a Planner

Should you consider using joint accounts to avoid probate?

Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...

Should you consider using joint accounts to avoid probate?

Ask a Planner

COVID-19 financial support for working seniors

You may still qualify for the federal government’s CERB payments, even if you collect CPP and OAS.

COVID-19 financial support for working seniors

Ask a Planner

The basics of starting your own business

Looking to earn some money through self-employment or a side hustle? Here’s what to know about the setup and...

The basics of starting your own business
retirement-savings-covid-19.img

Ask a Planner

What should retirees do with their investments amid COVID-19?

With North American stock markets down more than 30% from their recent highs, Canadians who are retired or close...

What should retirees do with their investments amid COVID-19?
a woman looking over pages

Ask a Planner

What you need to know about filing your 2019 tax return

Here is a quick primer on claims to take advantage of, the filing deadlines for employees and self-employed taxpayers,...

What you need to know about filing your 2019 tax return

Ask a Planner

Planning for the (potential) costs of long-term care

Insuring against a potential expense that could range from nothing to hundreds of thousands of dollars, and could happen...

Planning for the (potential) costs of long-term care