Should you set up a personal real estate corporation (PREC)?
Ontario recently joined several other provinces by allowing the establishment of personal real estate corporations. What are they, and...
Articles By Jason Heath, CFP:
How does assisted dying impact survivor pensions?
Brian is terminally ill and wants to ensure his wife is financially cared for.
Potential tax changes due to COVID-19
The pandemic has led to a significant amount of spending by the federal and provincial governments. How will the...
Should you sell your home to your kids?
Graham is considering a creative strategy to access his home equity with the help of his grown children. The...
Separation and divorce: How do we split up our investments?
When a relationship breaks down, there are tax implications arising from the division of investment assets.
What does a fee-only financial planner do, exactly?
And if they don't sell any financial products, how do fee-only planners get paid?
What a stock split means for your portfolio and tax situation
After recent stock splits for big names like Apple and Tesla, investors may be wondering: What are the tax...
Could selling a vacation property affect government pensions?
Colleen wants to sell her trailer but is worried about the impact on her CPP, OAS and GIS benefits.
Is a personal injury settlement taxable, and can it impact OAS or GIS benefits?
After receiving a personal injury settlement, J is looking for advice on how it might be taxed, and whether...