Articles By Jason Heath:

Retirement

Planning for retirement with little or no savings to draw on

Financial planning advice is often catered to wealthier Canadians....

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Triggering losses by transferring investments to a TFSA

Stavros is worried that contributing an investment in kind...

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What to consider when naming investment account beneficiaries

Whom you name as your account beneficiary—and whether you...

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RESP advice for Canadian citizens living in the U.S.

Sohail has become a non-resident of Canada, but still...

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Investing

Borrowing money to invest

Should you open a margin account with your broker,...

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Does a spouse’s real estate ownership cancel out first-time homebuyer qualifications?

Meredith’s husband purchased a condo before they got married....

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What’s involved in moving investments from a high-fee advisor to a DIY setup?

Brett is concerned about the fees on his mutual...

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Should you update your financial plan given recent volatility?

Investors need to expect volatility and plan for it—not...

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The pros and cons of a dividend reinvestment plan

You may decide that it’s better to receive dividend...

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