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Articles By Jason Heath, CFP:

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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

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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

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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)?

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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

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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?

Taxes

Separation and divorce: How do we split up our investments?

When a relationship breaks down, there are tax implications arising from the division of investment assets. 

Separation and divorce: How do we split up our investments?

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What does a fee-only financial planner do, exactly?

And if they don't sell any financial products, how do fee-only planners get paid?

What does a fee-only financial planner do, exactly?