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Articles By Jason Heath, CFP:

job automation

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Low-cost mutual funds or robo-advisor?

If investing were all about the fees, online advisors would win hands down

Low-cost mutual funds or robo-advisor?

Annuities

RRIF or annuity: Which one is right for you?

Igor is turning 71 and has a choice to make. Here are the pros and cons of each

RRIF or annuity: Which one is right for you?

April 2016

Be wary of private capital markets

Average investors now have options previously restricted to the rich—with all the risks

Be wary of private capital markets
RRSPs

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Should you ever use an RRSP to pay tuition fees?

David is juggling debt and cash flow obligations and wonder how best to reduce their housing costs and cover...

Should you ever use an RRSP to pay tuition fees?
cash flow

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Pay down the mortgage or invest?

Liam has a house that he's planning to convert to a rental property. Should he pay down his mortgage...

Pay down the mortgage or invest?

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CPP pension splitting after a divorce

Contributions you made while living with your former spouse are eligible for a split, leading to a pension boost...

CPP pension splitting after a divorce
cpp oas

Columns

How CPP payouts work when you already have a pension

Giselle is worried about how her CPP may be affected when she starts to receive her pension and withdraw...

How CPP payouts work when you already have a pension
rental income

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Using a TFSA to finance a rental property

Should Debra cash in her TFSA to buy a cottage or use the money for renovations?

Using a TFSA to finance a rental property

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Managing assets under power of attorney

Watch out for tax implications and keep attribution in mind

Managing assets under power of attorney