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Articles By Jason Heath, CFP:

Financial Planning

Phoenix pay system shows need for emergency fund

Less than half of Canadians have more than $10K saved for a rainy day

Phoenix pay system shows need for emergency fund
tax questions

Financial Planning

So, your child is going to inherit millions

What can Brian do to make sure the right people are there to guide his daughter?

So, your child is going to inherit millions
investing

Financial Planning

Should I trust my advisor or accountant?

Here's what to consider when faced with conflicting advice

Should I trust my advisor or accountant?

Columns

Can a Canadian who lives in the U.S. buy ETFs in an RRSP?

He wants to buy exchange traded funds in his RRSP, the problem is the bank said no

Can a Canadian who lives in the U.S. buy ETFs in an RRSP?
stacks of coins

Taxes

Where do I pay probate fees?

Len’s will was prepared in Quebec, where most of his assets are located. Now he lives in Ontario. How...

Where do I pay probate fees?

RESPs

RESP investing for your teenager

Karl is wondering if he made a mistake buying a corporate bond ETF for his teen's education savings

RESP investing for your teenager
filing taxes

Taxes

Tax troubles when moving to the U.S.

Rajesh and his wife are moving to the U.S. What are the tax implications of their rental property in...

Tax troubles when moving to the U.S.

RRSPs

I left Canada—should I still invest in RRSPs?

It depends on if you're paying tax in Canada

I left Canada—should I still invest in RRSPs?

Pensions

Do I qualify for the pension tax credit?

The eligibility for the credit is based on your age, sources of income and tax payable

Do I qualify for the pension tax credit?