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Articles By Jason Heath, CFP:

Columns

Set up your portfolio for success in 2016

How to prepare for the year ahead after one of the worst market showings in recent memory

Set up your portfolio for success in 2016

Financial Planning

Planning a Canadian retirement on a U.S. income

What is the best way for Amy to convert her U.S. salary into Canadian dollars as she approaches retirement?...

Planning a Canadian retirement on a U.S. income
(Boris Austin/Getty Images)

Columns

Calculating capital gains on U.S. stocks

Selling U.S. equities? Keep the exchange rate in mind

Calculating capital gains on U.S. stocks

GICs

How to invest conservatively without bank GICs

Jack has more than $100K to invest but his bank GICs aren't cutting it

How to invest conservatively without bank GICs

Financial Planning

Money in too many places

In most cases, an overly complicated portfolio will work against you and your future heirs. Here's why and how...

Money in too many places
make your kid a money genius

Financial Planning

How to gift money to your children

Carmen is considering an RRIF withdrawal to transfer money to her children. But is there a better way?

How to gift money to your children
capital gains

Taxes

Paying capital gains tax on an ex’s property

Do the taxes kick in when Mary moved out in 1994 or when her spouse died in 2013?

Paying capital gains tax on an ex’s property
RRSP contribution limit

Columns

Managing investment income in your RRSP

You won't have to pay capital gains taxes within your RRSP— at least not yet

Managing investment income in your RRSP
rental property

Selling

The right time to sell a rental property

Consider the tax liability currently versus in the first year of retirement

The right time to sell a rental property