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Articles By Jason Heath, CFP:

rental properties

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Paying tax on rental income while living outside Canada

Ed lives abroad and wonders if he should contribute to an RRSP to lower tax on his Canadian...

Paying tax on rental income while living outside Canada

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Are U.S. stocks overvalued?

Rod is concerned about valuations on the S&P 500. Is a U.S. stock market crash imminent?

Are U.S. stocks overvalued?
cpp oas

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Collecting CPP and OAS while living in the U.S.

Brian wants to start collecting his CPP and OAS pensions while working in the U.S. Can he? And should...

Collecting CPP and OAS while living in the U.S.

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How to know a spousal RRSP is right for you

Wayne’s wife has no RRSP room, so he’s hoping she can use some of his. But there's a better...

How to know a spousal RRSP is right for you

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What to do with unused RESP money

Kevin has $54,000 in an RESP but his children have completed their educations. Now what?

What to do with unused RESP money
future investment returns probate fees

Columns

How much should you pay in investment fees?

Fee info is hard to find online. Here's advice

How much should you pay in investment fees?
filing taxes

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Filing taxes while holding U.S. investments in Canada

Does moving U.S. dollar investments from the U.S. to Canada make a difference?

Filing taxes while holding U.S. investments in Canada
dividend stocks

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How to earn tax-efficient dividend income

Just know that your dividends will turn up on your tax return whether you like it or not

How to earn tax-efficient dividend income

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Investing in Canada as a U.S. resident

Margaret has received an inheritance in Canada, but lives in the U.S. What should be her next steps?

Investing in Canada as a U.S. resident