Advertisement

Articles By Jason Heath, CFP:

Ask a Planner

What happens when you can’t manage your investments anymore?

Your kids believe it’s time for someone else to manage your money, but you’re used to doing it on...

What happens when you can’t manage your investments anymore?

Ask a Planner

Capital gains tax when renting out your former principal residence

There may be tax implications to renting out your home after moving out of it. There are also some...

Capital gains tax when renting out your former principal residence
Two brothers fishing at their Canadian cottage.

Columns

Selling a cottage to a family member: What that means for capital gains

If the property was bought before 1994, there may already have a $100,000 capital gains deduction.

Selling a cottage to a family member: What that means for capital gains
Canadian family saying goodbye to the cottage they're selling.

Columns

Tax deductible expenses when selling a cottage in Canada

Minimize capital gains taxes on the sale of a cottage in Canada by making smart reno choices.

Tax deductible expenses when selling a cottage in Canada
A man sits in the grass with this grandson, who is drinking from a cup

Ask a Planner

When and how to transfer an RESP for grandchildren

Grandparents, relatives and even family friends can open an RESP account. What should they consider from an estate planning...

When and how to transfer an RESP for grandchildren
A male carpenter approaching retirement

Ask a Planner

Can you help your kids financially without compromising your retirement?

A Certified Financial Planner explains what to think about before helping your kids with a gift or loan.

Can you help your kids financially without compromising your retirement?
View of the rooftops of a Lisbon residential district at twilight

Ask a Planner

Can you use the Home Buyers’ Plan to buy a foreign property?

Find out if you can use the RRSP home-buying program to purchase foreign property and the tax implications that...

Can you use the Home Buyers’ Plan to buy a foreign property?

Retirement

Single, no pension? Here’s how to plan for retirement in Canada

There are financial and logistical challenges to being single in retirement. Here are some tips to tackle them, especially...

Single, no pension? Here’s how to plan for retirement in Canada
A terrace with a hammock and wooden picnic table overlook a forested neighbourhood

Real Estate

Is a vacation home a good investment?

A cottage or other vacation property can provide a great way to unwind and spend time with family. But...

Is a vacation home a good investment?