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Articles By Jason Heath, CFP:

RRIFs

RRIF management: Going it alone

Keep your retirement portfolio simple and above all else, have a plan

RRIF management: Going it alone

Stocks

Is now the time to invest in oil?

It's TFSA and RRSP season and time to check on your exposure to crude

Is now the time to invest in oil?

Save

RRSP withdrawals for TFSA contributions

When, if ever, is this a good idea?

RRSP withdrawals for TFSA contributions

Financial Planning

Getting a second opinion on your investment portfolio

Truth is, you can only get it from someone who is licensed to sell the products you have

Getting a second opinion on your investment portfolio
A man lying in a hospital bed looking upset

Financial Planning

Insurance you need and don’t need

Ignorance is not bliss when it comes to your finances and in particular when it comes to insurance. Here’s...

Insurance you need and don’t need

Retirement

How to drawdown your retirement portfolio

Bob has a few different accounts he can draw from to fund retirement. Where should he start?

How to drawdown your retirement portfolio

RRSPs

Making an RRSP withdrawal to pay the mortgage

It almost never pays, unless you find yourself suddenly unemployed

Making an RRSP withdrawal to pay the mortgage

RRIFs

How to invest a RRIF

Sharon gets advice on how to effectively invest her $500,000 RRIF

How to invest a RRIF

Ask a Planner

How and when to switch financial advisers

You can and should track your financial adviser's performance against a benchmark

How and when to switch financial advisers