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Articles By Jason Heath, CFP:

Columns

Investment options for Canadian expats

Here are the pros and cons of investing in real estate and securities while living abroad

Investment options for Canadian expats

Retirement

How to generate retirement income

DIY investors' best bet is a combination of equity funds and GICs

How to generate retirement income

Mutual Funds

Should I get out of my high-fee mutual funds?

Keith is considering a move to a new investment adviser in search of lower fees

Should I get out of my high-fee mutual funds?
income property

Taxes

Reducing capital gains on the sale of a cottage

Fred's mother wants to claim the cottage her principal residence before selling it to the kids

Reducing capital gains on the sale of a cottage

TFSAs

How’s my TFSA asset allocation?

This MoneySense.ca reader wants to make sure his TFSA asset allocation fits his risk tolerance and that he’s not...

How’s my TFSA asset allocation?

Save

How much should I put in my RDSP?

Patricia, 27, has type 1 diabetes and qualifies for the disability tax credit. Here's how she should spread the...

How much should I put in my RDSP?

Ask a Planner

How much house can I afford?

Professional athlete Darren can't count a big paycheque forever

How much house can I afford?

Columns

Are you paying too much in investment fees?

Ned and Cathy are paying their adviser $14,000 a year in fees, but could reduce that to $100

Are you paying too much in investment fees?