Articles By Jason Heath, CFP:

A man is closing up his restaurant, putting a chair on a table.

Ask a Planner

How are you taxed when you sell a small business?

How do you report the income from the sale of a small business? What are the tax implications? And...

How are you taxed when you sell a small business?
An investor thinks about how to report taxes on her ETFs.

Ask a Planner

How to file your taxes when you own ETFs

Let’s look at the tax implications of holding ETFs in a tax-free savings account, and the tax differences between...

How to file your taxes when you own ETFs
Three siblings discuss how to divide their parents' estate

Ask a Planner

How to divide the assets of an estate between beneficiaries

Three siblings are beneficiaries of their parents’ estate, which includes several properties and investment accounts. How should they divide...

How to divide the assets of an estate between beneficiaries
A woman who is nearing retirement sits comfortable in a chair enjoy a coffee

Ask a Planner

Should you hold on to unused RRSP contributions?

It may not be a good idea to save up unused RRSP contributions in order to save on future...

Should you hold on to unused RRSP contributions?

Qualified Advice

Renting vs. owning: Can you be financially secure without buying a home?

Renting vs. owning: Can you be financially secure without buying a home?

Investing

Should retirees pay off their mortgages with investments?

A bank advisor tells a Just retired woman who’s wondering if using investments to pay off a mortgage is...

Should retirees pay off their mortgages with investments?
A GIC investor talks to their financial advisor about whether to buy GICs in 2024.

Ask a Planner

What to expect for GICs in 2024

The rates offered on guaranteed investment certificates have skyrocketed over the past two years. Here are considerations for investors...

What to expect for GICs in 2024
A couple sits on a bench overlooking a waterfront

Ask a Planner

RRIF withdrawals: What should seniors with million-dollar portfolios do?

Seniors with large retirement accounts face a big tax-deferred liability. Which tax and estate planning strategies might help?

RRIF withdrawals: What should seniors with million-dollar portfolios do?
A woman with a large sun hat rests on a doc

Ask a Planner

How is passive income taxed in Canada?

Investment income is subject to tax in Canada, including in some tax-sheltered accounts. Find out more about how passive...

How is passive income taxed in Canada?