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Articles By Jason Heath, CFP:

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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

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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

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Do you have too many shares in one company?

Anyone who has a single stock that makes up more than 5% to 10% of their investment portfolio should...

Do you have too many shares in one company?
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Should you buy health insurance in retirement?

Most people have health insurance coverage during their working years, but their employer picks up at least some of...

Should you buy health insurance in retirement?
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How to make sense of contradictory investment advice

Nat’s looking for help deciding which strategy truly is best: buy and hold for the long term, or sell...

How to make sense of contradictory investment advice

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How does income from a rental property create RRSP contribution room?

And, perhaps more importantly, should Jerry, who’s retired, claim RRSP deductions or the capital cost allowance, to reduce his...

How does income from a rental property create RRSP contribution room?

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Planning for an inheritance

Nearly half of Canadians expect to receive an inheritance. But while it’s important to consider those potential funds in...

Planning for an inheritance

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How to recover financially from divorce

Top tips: Try to avoid any hasty decisions regarding real estate, and take the time to ensure you have...

How to recover financially from divorce

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Should you borrow to pay expenses on an investment property?

Garry, who’s retired, needs additional cash to cover the cost of maintaining a property he rents out. Should he...

Should you borrow to pay expenses on an investment property?