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Articles By Jason Heath, CFP:

make your kid a money genius

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How to gift money to your children

Carmen is considering an RRIF withdrawal to transfer money to her children. But is there a better way?

How to gift money to your children
capital gains

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Paying capital gains tax on an ex’s property

Do the taxes kick in when Mary moved out in 1994 or when her spouse died in 2013?

Paying capital gains tax on an ex’s property
RRSP contribution limit

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Managing investment income in your RRSP

You won't have to pay capital gains taxes within your RRSP— at least not yet

Managing investment income in your RRSP
rental property

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The right time to sell a rental property

Consider the tax liability currently versus in the first year of retirement

The right time to sell a rental property

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Transferring RRSP stocks to a dividend reinvestment plan

Watch out—a DRIP could affect your asset allocation

Transferring RRSP stocks to a dividend reinvestment plan
tax tips

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Power of attorney and taxes: What you need to know

Ownership and other technicalities are factors

Power of attorney and taxes: What you need to know

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Retiring in a down market

Should David live off cash savings instead of selling his investments at a loss?

Retiring in a down market
segregated funds

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Segregated funds: Are the investment guarantees worth it?

When someone offers you a guarantee, it's usually in their best interest, not yours

Segregated funds: Are the investment guarantees worth it?

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Can I avoid probate?

Spike is settling an estate and trying to determine which assets are subject to probate

Can I avoid probate?