Jason Heath, CFP

Scott got incorrect tax advice and now he’s trying to figure out the best way to fix things on...

George isn't sure if his $100 monthly insurance premiums are better off in a savings account

Shaune is looking for tax-efficient ways to draw down on his and his wife’s RRSPs in retirement. What should...

If investing were all about the fees, online advisors would win hands down

Igor is turning 71 and has a choice to make. Here are the pros and cons of each

Average investors now have options previously restricted to the rich—with all the risks

David is juggling debt and cash flow obligations and wonder how best to reduce their housing costs and cover...

Liam has a house that he's planning to convert to a rental property. Should he pay down his mortgage...

Contributions you made while living with your former spouse are eligible for a split, leading to a pension boost...

Articles By Jason Heath, CFP: