Articles By Jason Heath:

A mother and daughter are seated on a couch discussing plans for a disabled beneficiary trust

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Estate planning and trusts for a beneficiary with a disability

When seeking advice that may involve multiple disciplines, including...

Estate planning and trusts for a beneficiary with a disability
A woman reads an article online about her options as a long-term investor

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Is now the time for a long-term investor to abandon stocks?

It’s been a difficult year for stock investors. Should...

Is now the time for a long-term investor to abandon stocks?
A woman hugs her daughter after reading about her RESP options online

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Can an estate contribute to an RESP account?

Here’s what you need to know before deciding to...

Can an estate contribute to an RESP account?
A young woman smiles as she looks at her phone, as she invests in ETFs for the first time.

Investing

How to start investing with ETFs in your 20s

How to start investing with ETFs in your 20s
A man drinks from his coffee while reading about U.S. withholding tax rules on his computer

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Do you pay withholding tax on U.S. ETFs?

A Canadian-domiciled ETF is almost always subject to U.S....

Do you pay withholding tax on U.S. ETFs?
A man in his 60s adjusts a part on a greasy machine at work

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Should you collect CPP and OAS while working in your 60s?

If you’re in your 60s and plan to remain...

Should you collect CPP and OAS while working in your 60s?
A woman writes on a box as she prepares to move into a co-owned property

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Can you save tax by moving into your rental property?

Can you save tax by moving into your rental property?
On the street, a well-dressed woman reviews for finances using an app on her phone

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Tools and habits to stay on track with your money goals

Goal tracking is an important part of proactive financial...

Tools and habits to stay on track with your money goals

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How spouses with joint accounts should claim capital losses

How spouses with joint accounts should claim capital losses