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Articles By Jason Heath, CFP:

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Should you incorporate to save on taxes?

Only if you can justify the initial and ongoing costs

Should you incorporate to save on taxes?

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Drawing down retirement savings as a single senior

What to do with pensions, RRSPs, TFSAs, CPP and OAS as a solo retiree

Drawing down retirement savings as a single senior

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How to decide when to convert RRSPs to RIFFs

Bart has three RRSP accounts and wants to know how his RRIF withdrawals are calculated

How to decide when to convert RRSPs to RIFFs

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How to help a parent invest in their 80s

Beth is trying to help her mother decide what to do with the sale proceeds of her house.

How to help a parent invest in their 80s

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Tax withholding on RRIF withdrawals

Bob is concerned about the tax withholding on his RRIF withdrawals. He’s not sure he’s drawing down his investments...

Tax withholding on RRIF withdrawals

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Should you buy real estate just to stay in the market?

Face it. There are plenty of other better options.

Should you buy real estate just to stay in the market?
do you need an rrsp to retire?

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Do you really need an RRSP to retire?

Riza is worried about retiring without an RRSP. But do you even need one?

Do you really need an RRSP to retire?

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Is it okay to retire with debt?

Steve has debt but also has a generous DB pension. Should he retire?

Is it okay to retire with debt?
executor of wills and estates executor duties

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“I’ve been named an executor. Where on earth do I start?!”

Executor duties can be overwhelming. Where do you start? Here's advice.

“I’ve been named an executor. Where on earth do I start?!”