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Articles By Jason Heath, CFP:

do you need an rrsp to retire?

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?

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

Financial Planning

“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?!”

Are RRSP contributions worth it at age 70?

Shirley wants to offset capital gains. Is it worth it?

Are RRSP contributions worth it at age 70?

rrsp or tfsa? Which is better for a down payment

Investments to use for a down payment on a house

RRSP or TFSA? Likely, it'll be both

Investments to use for a down payment on a house

asset allocation investment estate taxes

Financial Planning

Simplify your investments to save on estate tax

William wants to plan his estate so that it is as seamless as possible for his children when he...

Simplify your investments to save on estate tax

Can you receive CPP benefits from two partners?

Twice the split CPP? It's possible, to an extent

Can you receive CPP benefits from two partners?

A photo of a Canadian passport is see

Do Canadian expats have to pay income tax?

Taxation is based on residency, but expats coming back should watch out

Do Canadian expats have to pay income tax?

The right way to unwind your locked-in retirement account

OM is trying to formulate a plan for a locked-in retirement account. What are some LIRA best practices to...

The right way to unwind your locked-in retirement account

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