Advertisement

Articles By Jason Heath, CFP:

Ask a Planner

Halal investing in Canada

Investing can be challenging for Muslims, as solutions that are both Shariah-compliant and effective at helping achieve long-term financial...

Halal investing in Canada

Ask a Planner

Ways to “unlock” retirement savings in a LIRA

Keith wants to know what to do with his DPSP now that it has been transferred to a locked-in...

Ways to “unlock” retirement savings in a LIRA

Ask a Planner

Unique ideas for your last will and testament

A straightforward will can work well for many people but, for some, there are clauses to consider that might...

Unique ideas for your last will and testament

Ask a Planner

Managing tax in a “tenancy in common” situation

Claudia wants to minimize the tax payable when selling her share of a cottage to the co-owner. 

Managing tax in a “tenancy in common” situation

Ask a Planner

Financial literacy for seniors

If one spouse makes most or all the financial decisions, the uninvolved spouse can be left vulnerable. That's one...

Financial literacy for seniors

Taxes

Should you set up a personal real estate corporation (PREC)?

Ontario recently joined several other provinces by allowing the establishment of personal real estate corporations. What are they, and...

Should you set up a personal real estate corporation (PREC)?

Ask a Planner

How does assisted dying impact survivor pensions?

Brian is terminally ill and wants to ensure his wife is financially cared for.

How does assisted dying impact survivor pensions?

Taxes

Potential tax changes due to COVID-19

The pandemic has led to a significant amount of spending by the federal and provincial governments. How will the...

Potential tax changes due to COVID-19

Ask MoneySense

Should you sell your home to your kids?

Graham is considering a creative strategy to access his home equity with the help of his grown children. The...

Should you sell your home to your kids?