Jason Heath, CFP

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

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

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

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

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

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

Watch out for tax implications and keep attribution in mind

Here's what investors nearing retirement should consider

Opening an education savings account for a grandkid, niece or nephew is possible—just make sure you do it right

Articles By Jason Heath, CFP: