RESP guide: Making the shift from saving for your child’s post-secondary education, to funding it
Parents may spend years contributing to registered education savings plans for their kids, but only realize when it’s time...
Articles By Jason Heath, CFP:
Are you entitled to anything when your ex-spouse dies?
Ginette wonders if she can claim survivor benefits although she and her late former husband were no longer together.
What happens to real estate when a spouse dies and property isn’t held jointly?
Barb’s mother is living in a house that was owned by her deceased father, and remains in the name...
A guide to spousal RRSPs for married and common-law partners
There are benefits, but also potential pitfalls, to beware of when considering contributions to your spouse or partner’s registered...
What tenants need to know about buying out their rental
Douglas is considering buying the property he rents from his landlord. There are considerations and opportunities for everyone involved.
When does it make sense to sell real estate in a larger city and buy in a smaller one?
If Alison’s annual rent exceeds 5% of the cost to buy a comparable home, she may be in a...
Estate planning changes in Ontario
Virtual signing and remote witnessing are now permanent options for clients and lawyers creating wills and powers of attorney...
IVF and adoption costs in Canada
Having kids can be expensive for every family—but for Canadians with fertility issues, there are added financial and non-financial...
Selling your house? Here’s where to invest the proceeds
What to do with the proceeds of a house sale, RRSPs and TFSAs? Invest. Here's how robo-advisors might work.