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Articles By Jason Heath, CFP:

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What to consider if you still have RRSP contribution room

With just weeks left before the contribution deadline, a Certified Financial Planner rounds up key facts and common RRSP...

What to consider if you still have RRSP contribution room

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Financial priorities for the new year

January is a good time to review your investments, tax and debt management planning. Here’s how to get started.

Financial priorities for the new year

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Should you buy a condo to live in during retirement—before you retire?

Even beyond the uncertainty of real estate market valuations, there's a lot to consider.

Should you buy a condo to live in during retirement—before you retire?
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Can life insurance be used as a fixed income investment?

Emerging from a serious health scare, Dana wonders if she can use her life insurance to replace the bonds...

Can life insurance be used as a fixed income investment?

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Halal investing in Canada

Investing can be challenging for Muslims, as solutions that are both Shariah-compliant and effective at helping achieve long-term financial...

Halal investing in Canada

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Ways to “unlock” retirement savings in a LIRA

Keith wants to know what to do with his DPSP now that it has been transferred to a locked-in...

Ways to “unlock” retirement savings in a LIRA

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Unique ideas for your last will and testament

A straightforward will can work well for many people but, for some, there are clauses to consider that might...

Unique ideas for your last will and testament

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Managing tax in a “tenancy in common” situation

Claudia wants to minimize the tax payable when selling her share of a cottage to the co-owner. 

Managing tax in a “tenancy in common” situation

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Financial literacy for seniors

If one spouse makes most or all the financial decisions, the uninvolved spouse can be left vulnerable. That's one...

Financial literacy for seniors