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Articles By Jason Heath, CFP:

Investing

How spousal RRSP withdrawals work

Avoid unexpected tax consequences by know how attribution works

How spousal RRSP withdrawals work

RRSPs

Timing RRSP withdrawals

Kate has a home repair that she wants to fund with an RRSP withdrawal. Should she? And if she...

Timing RRSP withdrawals

Investing

Debt repayment vs. RRSP contribution

There’s no rule of thumb when it comes to RRSP contributions versus mortgage repayment

Debt repayment vs. RRSP contribution

Columns

Invest or pay off the mortgage?

Here's what Martin should do with the money he's currently stuffing in his TFSA

Invest or pay off the mortgage?
bonds vs. cash

Bonds

The lowdown on long-term bonds

AJ has three long-term bonds in his RRIF. The yields are good, but he’s worried that these investments were...

The lowdown on long-term bonds

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