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Articles By Jason Heath, CFP:

Canadian working part-time in retirement wondering if he can collect employment insurance EI

Columns

How to qualify for EI benefits in retirement in Canada

Just because you paid loads into a program doesn't mean you'll get EI benefits when you retire

How to qualify for EI benefits in retirement in Canada
A man named Jing on his tablet at home

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Can you save on taxes by owning an investment account with your child?

Jointly owning an asset with a child comes with tax and estate implications. Here’s why it may not be...

Can you save on taxes by owning an investment account with your child?
A retired couple speak with an accountant about the tax implications of their inherited property

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How to calculate the adjusted cost base of inherited property

What happens if you inherit a property and have no record of its value at that time? How can...

How to calculate the adjusted cost base of inherited property
A retired couple cheers to having found a way to fund their retirement

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Should retirees consider a home equity sharing agreement (HESA)?

Home owners have a new way to tap their home equity. How does the HESA compare to a reverse...

Should retirees consider a home equity sharing agreement (HESA)?
A retired couple look at a map while traveling across Europe

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Should Canadians keep their investment accounts when retiring abroad?

For Canadians who plan to retire to other countries, here’s a primer on the tax implications of leaving accounts...

Should Canadians keep their investment accounts when retiring abroad?
A man reviews his capital losses on his cellphone at the office

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How to carry back a capital loss for a tax refund

Let’s look at the rules and restrictions around carrying back a capital loss, as well as three things to...

How to carry back a capital loss for a tax refund
A middle-aged woman in a business suit works on her laptop

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Should you sell investments at a loss to pay off debt?

When paying a high interest rate on debt, does it make sense to sell investments that have fallen before...

Should you sell investments at a loss to pay off debt?
A man rubs his eyes in disbelief after discovering that he's a victim of fraud

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Financial fraud in Canada: What to do if your bank account or credit card is compromised

Fraudsters can exploit victims through text, email and other means. What are your options if that happens?

Financial fraud in Canada: What to do if your bank account or credit card is compromised
A retired couple review the taxes on their recent real estate sale

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The tax implications for Canadians selling foreign real estate

How are Canadians taxed on foreign property? Find out if you should report the sale on your tax return...

The tax implications for Canadians selling foreign real estate