Severance, pensions and unemployment at 65: Should you apply for a pension if you get laid off?
If you got laid off and are trying to maximize your termination package, pension income and EI benefits, consider...
Articles By Jason Heath, CFP:
The best ways to help kids financially
You don’t have to be rich to give children a good start in life. Here are six strategies to...
Which savings plans should a 37-year-old with a military disability income contribute to, and when?
Jason and his wife have registered disability savings plans, and want to know how to prioritize their contributions among...
The cost of socially responsible investing
Are there enough options available for Canadians who want to invest according to their values—and do you have to...
What to consider when naming investment account beneficiaries
Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...
RESP advice for Canadian citizens living in the U.S.
Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month....
Does a spouse’s real estate ownership cancel out first-time homebuyer qualifications?
Meredith’s husband purchased a condo before they got married. She’s never lived in it, and wonders if she can...
What’s involved in moving investments from a high-fee advisor to a DIY setup?
Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him...
Should you update your financial plan given recent volatility?
Investors need to expect volatility and plan for it—not only in relation to the COVID-19 pandemic, but always. It’s...